BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,435 $105K <0.01% -785 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,432 $105K 0.01% -8,673 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,385 $104K <0.01% +808 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,247 $99.7K <0.01% +2,785 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,048 $93.6K <0.01% +21 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,690 $84.6K 0.01% +2,671 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,500 $76.8K <0.01% -2,544 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,439 $74.9K <0.01% +637 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,266 $69.6K <0.01% -3,385 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,217 $68.1K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,876 $57.6K <0.01% -788 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,867 $57.3K <0.01% +652 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,729 $53K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,452 $44.6K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,343 $41.2K 0.03% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,248 $38K <0.01% -21,957 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,168 $37.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,183 $36.3K <0.01% +155 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,112 $34.1K <0.01% -132 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,091 $33.5K <0.01% +281 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,036 $31.8K <0.01% -557 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,025 $31.5K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,002 $30.8K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 933 $29.1K 0.01% +27 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 903 $29K <0.01% +431 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 923 $28.3K <0.01% +219 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 894 $27.5K <0.01% -53 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 872 $26.8K 0.02% +159 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 865 $26.6K <0.01% +4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 823 $25.3K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 781 $24K <0.01% +751 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 777 $23.9K <0.01% +272 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 741 $22.8K 0.01% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 731 $22.4K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 679 $20.9K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 664 $20K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 615 $18.9K <0.01% +431 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 587 $18K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 575 $17.9K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 548 $16.8K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 539 $16.6K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 538 $16.5K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 549 $16K <0.01% -11,374 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 516 $15.8K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $15.4K <0.01% -273,366 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 479 $14.7K 0.01% +3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 460 $14.1K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 437 $13.4K <0.01% +81 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 423 $13K 0.01% +36 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 366 $11.2K <0.01% -39 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 361 $11.1K <0.01% +16 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 356 $10.9K <0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 342 $10.3K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 316 $9.79K <0.01% +286 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 290 $8.9K <0.01% -47 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 282 $8.66K <0.01% +233 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 272 $8.35K 0.01% -817 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 248 $7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 217 $6.67K <0.01% +185 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 216 $6.63K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 212 $6.51K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 206 $6.33K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 200 $6.14K <0.01% -5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 199 $6.11K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 179 $6K <0.01% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 194 $5.96K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 192 $5.9K <0.01% -637 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 174 $5.34K <0.01% +42 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 162 $4.97K <0.01% +90 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 162 $4.97K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 160 $4.91K <0.01% 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 148 $4.55K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 147 $4.51K <0.01% +101 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 145 $4.44K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 135 $4.15K <0.01% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 119 $4K <0.01% -222 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $3.62K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 116 $3.56K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 110 $3.38K <0.01% +11 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 104 $3.19K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 101 $3.1K <0.01% +94 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100 $3.07K <0.01% -7 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 96 $2.95K <0.01% +13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 93 $2.86K <0.01% +54 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 89 $2.73K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 88 $2.7K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 86 $2.64K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 85 $2.61K <0.01% +40 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 84 $2.58K <0.01% +45 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $2.55K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 82 $2.52K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 77 $2.37K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $2.34K <0.01% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 76 $2.33K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 70 $2.15K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 67 $2.06K <0.01% +30 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 63 $1.94K <0.01% +49 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 63 $1.94K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 62 $1.9K <0.01% -37 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 53 $1.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 58 $1.78K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 57 $1.75K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $1.6K <0.01% +27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 51 $1.57K <0.01% -4 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $1.54K <0.01% new 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 48 $1.49K <0.01% 0 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 48 $1.47K <0.01% new 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 48 $1.47K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $1.38K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 42 $1.31K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 41 $1.26K <0.01% -10,112 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 41 $1.26K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 39 $1.2K <0.01% +25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 37 $1.15K <0.01% -6 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 34 $1.04K <0.01% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 33 $1.01K -21,029 Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $983 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 30 $921 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28 $860 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 27 $821 <0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 26 $798 <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 26 $798 <0.01% +13 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $738 <0.01% +20 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 20 $614 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18 $553 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 16 $507 <0.01% -540 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $492 <0.01% -1,365 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16 $491 <0.01% -54 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 16 $491 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $491 <0.01% -14 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $481 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 15 $461 <0.01% -22 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $461 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 15 $461 <0.01% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 14 $430 <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 14 $430 <0.01% -17 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $400 <0.01% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13 $399 <0.01% -9,319 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 12 $380 <0.01% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12 $368 <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $338 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $338 <0.01% +4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10 $307 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $307 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $307 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9 $276 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8 $246 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8 $246 <0.01% -120 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $246 <0.01% -7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $185 <0.01% -14 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6 $184 <0.01% -772 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6 $184 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5 $154 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $62 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $61 <0.01% -4 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2 $61 <0.01% -3,415 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1 $31 <0.01% -31 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $31 <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1 $19 <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 0 $13 <0.01% -49 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 11 $0 0% -17 13F-HR Timeline Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios.