Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 275 $119K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 271 $118K 0.03% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 267 $116K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 265 $115K <0.01% new 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 260 $113K 0.03% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 257 $112K 0.09% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 255 $111K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 255 $111K 0.08% -16 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 252 $109K 0.02% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 244 $106K 0.06% -249 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 241 $105K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 232 $101K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 231 $100K 0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 230 $99.8K <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 226 $98.1K 0.12% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 216 $93.7K 0.07% +186 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 215 $93.1K 0.01% -60 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 211 $91.6K 0.09% -20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 204 $88.7K <0.01% +66 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 202 $87.7K <0.01% +6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $86.8K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 200 $86.8K 0.06% -9 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 198 $85.9K <0.01% +38 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 197 $85.7K 0.02% -13 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 197 $85.7K 0.01% +21 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 195 $84.6K 0.02% +35 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 190 $82.5K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 183 $79.4K 0.02% +20 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 177 $76.8K <0.01% -851 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 175 $75.9K 0.04% -42 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 175 $75K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 172 $74.6K <0.01% -27 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 171 $74.2K <0.01% +46 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 171 $74.2K <0.01% new 13F-HR/A Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 171 $74.2K 0.05% +49 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 167 $72.6K <0.01% -3 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 160 $69.5K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 159 $69K 0.01% -5 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 158 $68.6K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 157 $68K 0.01% +6 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 156 $67.7K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 155 $67.3K 0.02% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 155 $67.1K <0.01% +1 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 143 $61.9K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 142 $61.6K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 141 $61.2K 0.01% -24 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 142 $60.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 136 $59K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 136 $59K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 133 $57.7K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 131 $56.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 130 $56.4K 0.01% +96 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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LLC 112 $49K 0.01% +15 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 112 $48.6K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 111 $48.2K 0.01% +31 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 110 $47.7K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 106 $46.3K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 106 $46.1K <0.01% +5 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 105 $45.6K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 101 $44K 0.03% +30 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 97 $42.1K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 64 $27.8K <0.01% +54 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 63 $27.3K <0.01% +11 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 62 $26.9K 0.01% +59 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 61 $26.6K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 60 $26K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 59 $25.6K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 58 $25.2K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 58 $25.2K <0.01% -28 13F-HR Timeline LOUISBOURG INVESTMENTS INC. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 38 $16.5K 0.01% +36 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for BARRETT & COMPANY, INC. 28 $12.2K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28 $12.2K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 28 $12.2K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 28 $12.2K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 27 $12K <0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 27 $11.7K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 26 $11.3K <0.01% -14 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $10.8K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 25 $10.8K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $10.5K <0.01% +2 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 24 $10.5K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 24 $10.4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $9.98K <0.01% +10 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $9.98K <0.01% +9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $9.98K <0.01% +14 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 23 $9.82K <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 21 $9.11K <0.01% new 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 21 $9.11K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 21 $9.11K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $9.11K <0.01% +7 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 22 $8.63K <0.01% -45 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 19 $8.28K <0.01% +9 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 19 $8.24K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 19 $8.24K <0.01% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 18 $7.75K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 16 $6.94K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 16 $6.94K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 16 $6.86K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 14 $6.08K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 14 $6.08K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $6.08K <0.01% +6 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 14 $6.08K <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 15 $6K <0.01% 0 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13 $5.64K <0.01% +3 13F-HR Timeline Group Vermillion Wealth Management, Inc. 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More: the full row for NBT BANK, N.A. 10 $4.34K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $4.34K <0.01% +1 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 10 $4.34K <0.01% -2,787 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $4.34K <0.01% +6 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 9 $4.05K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10 $4K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9 $3.91K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 9 $3.91K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8 $3.49K <0.01% +5 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $3.48K <0.01% +8 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8 $3.48K <0.01% 0 13F-HR Timeline