FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 134 $157K <0.01% -13 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 133 $156K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 132 $155K <0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 90 $150K <0.01% +76 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 125 $147K 0.01% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 114 $134K <0.01% -107 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 114 $134K <0.01% -30 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 114 $133K <0.01% +11 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 112 $133K <0.01% -85 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 108 $127K 0.02% +20 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 107 $126K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 106 $125K <0.01% +77 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 106 $125K <0.01% +55 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 106 $125K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 102 $120K <0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 100 $117K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 98 $115K 0.02% -3 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 92 $108K 0.02% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 87 $102K <0.01% -171 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86 $101K <0.01% -3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 84 $99K <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 83 $97.5K 0.02% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 79 $92.8K <0.01% +6 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 87 $87.1K <0.01% -524 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 74 $86.9K 0.01% -680 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73 $85.8K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 68 $79.9K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 65 $76K 0.01% +2 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 63 $76K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64 $75.2K <0.01% -100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 60 $74K <0.01% -11 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 61 $71.7K <0.01% -19 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 61 $71.7K <0.01% new 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61 $71.7K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 60 $70.5K <0.01% -56 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 57 $67K 0.05% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 54 $63.4K <0.01% -8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 54 $63.4K 0.05% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 52 $61.1K <0.01% +43 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 50 $58.7K <0.01% 0 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 50 $58.7K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 49 $57.6K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 49 $57.6K 0.03% -4 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 47 $55.2K 0.04% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 42 $49.3K <0.01% -2 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 42 $49.3K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 41 $48.2K 0.03% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 38 $44.6K 0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 36 $42.3K <0.01% +12 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 36 $42.3K 0.04% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 35 $41.1K <0.01% +17 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 34 $39.9K <0.01% 0 13F-HR/A Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 33 $38.8K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 32 $37.6K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $37.6K 0.02% -424 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 32 $37K <0.01% -2 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $36.4K <0.01% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $35.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27 $31.7K <0.01% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 26 $30.5K <0.01% +2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23 $27K <0.01% -1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 21 $24K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $23.5K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $23.5K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 20 $23.5K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 19 $22.3K <0.01% -314 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19 $22.3K <0.01% -235 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $20K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 17 $20K <0.01% -13 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 16 $18.8K 0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $17.6K <0.01% -21 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $17.6K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 14 $17K 0.01% -1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 14 $16.4K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 13 $15.3K 0.01% -9 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 13 $15K <0.01% +4 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12 $14.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11 $12.9K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11 $12.9K <0.01% -90 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $12.9K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 9 $10.6K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8 $9.64K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8 $9.64K <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $9.4K <0.01% +5 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8 $9.4K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $9.4K <0.01% +4 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 8 $9.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7 $8.22K <0.01% -2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7 $8.22K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7 $8.22K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7 $8.22K 0.01% 0 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6 $7.37K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $7.33K <0.01% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6 $7.05K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $7.05K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $7.05K <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $7.05K 0.01% +4 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6 $7.05K <0.01% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5 $6.28K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $6.12K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5 $5.87K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5 $5.87K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5 $5.87K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5 $5.87K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $5.87K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $5K <0.01% +3 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4 $4.7K <0.01% -4 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $4.7K <0.01% -2 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 4 $4.7K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4 $4.7K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $4.7K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4 $4.7K <0.01% +1 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 4 $4.7K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3 $3.52K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3 $3.52K <0.01% -2 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3 $3.52K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3 $3.52K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $3.52K <0.01% -7 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $3.52K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3 $3.52K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 3 $3.52K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $3.52K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3 $3.52K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $2.49K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2 $2.35K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2 $2.35K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $2.35K <0.01% -8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $2.35K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $2.35K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2 $2.35K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $2.35K <0.01% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $2.35K <0.01% -1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $2.35K <0.01% -7 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2 $2.35K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2 $2.35K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2 $2.35K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $2.35K <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $1.21K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $1.21K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1 $1.18K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $1.18K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $1.18K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $1.18K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1 $1.18K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $1.18K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1 $1.18K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $1.18K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1 $1.18K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $1.18K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $1.18K <0.01% -1 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $1.18K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $1.18K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $1.18K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1 $1.18K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $1.18K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1 $1.18K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $1.18K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $1.18K <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $1.18K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $1.17K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $1.02K <0.01% -4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1 $764 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 0 $470 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.