TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,211 $122K <0.01% -46 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 20,155 $122K 0.05% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 20,084 $121K <0.01% +342 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 20,015 $121K 0.01% -3,945 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 20,000 $121K 0.01% -3,000 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,347 $117K <0.01% +3,610 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 20,884 $115K 0.01% +3,779 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,590 $115K <0.01% -17,885 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,850 $114K <0.01% +585 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 18,750 $113K <0.01% +1,000 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 18,726 $113K <0.01% -73,391 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 18,528 $112K 0.01% +856 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,238 $110K <0.01% +47 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,943 $102K <0.01% +4,677 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 16,920 $102K 0.02% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,813 $101K <0.01% -117,019 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 16,386 $98.8K 0.01% +9,386 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 16,259 $98K 0.99% -94,285 13F-HR/A Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 16,077 $96.9K 0.02% -26,118 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,436 $94.9K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,286 $94.8K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 15,393 $92.8K <0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 15,202 $91.7K 0.01% +91 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,050 $90.8K <0.01% +2,000 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,820 $89K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,263 $86K <0.01% +1,283 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,108 $85.1K 0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,902 $83.8K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,707 $82.7K 0.01% +2,027 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 13,646 $82.3K 0.01% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 13,500 $81.4K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,495 $81.4K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,375 $80.7K <0.01% -2,031 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,181 $79.5K <0.01% +50 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,078 $78.9K <0.01% -2,657 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 13,000 $78.4K 0.07% +1,000 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,750 $76.9K <0.01% -660 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,706 $76.6K <0.01% +12,206 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 12,506 $75.4K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,453 $75.1K <0.01% +450 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 12,199 $73.6K 0.03% -51 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,198 $73.6K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,075 $73K <0.01% +1,839 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 12,000 $72.4K 0.01% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,126 $70.4K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,680 $70.4K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,806 $70.4K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,653 $70.3K <0.01% +5,703 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,637 $70.2K <0.01% new 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,500 $69.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,419 $68.9K <0.01% +4,861 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 11,271 $68K <0.01% new 13F-HR Timeline Group StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 11,200 $67.5K 0.03% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,193 $67.5K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,153 $67.3K <0.01% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 11,097 $66.9K 0.02% +1,000 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 11,000 $66.3K 0.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,742 $65K <0.01% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,733 $64.7K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,518 $63.9K <0.01% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 10,600 $63.9K <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,569 $63.7K <0.01% -1,392 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 10,500 $63.3K 0.03% -10,000 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,464 $63.1K <0.01% -27,893 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,390 $62.7K <0.01% +1,376 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,374 $62.6K <0.01% -2,500 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,368 $62.5K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,349 $62.4K 0.01% new 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,291 $62.1K 0.01% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 10,278 $62K <0.01% -30,392 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 10,020 $60.4K <0.01% -2,817 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 10,000 $60.3K 0.01% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,000 $60.3K 0.01% -125 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,000 $60.3K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 9,503 $57.3K <0.01% -992 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 9,486 $57.2K 0.01% -129,690 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,468 $51.1K <0.01% -13,985 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8,303 $50.1K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 8,125 $49K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,069 $48.7K <0.01% +3,647 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,015 $48.3K <0.01% +4,383 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 8,000 $48.2K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,193 $43.4K 0.01% +1,168 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 6,754 $40.7K 0.03% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,673 $40K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,169 $37.2K <0.01% +3,772 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,500 $33.2K 0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,180 $31.2K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30,415 $30.4K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 5,000 $30.1K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,693 $28.3K <0.01% +391 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,094 $24.7K <0.01% +978 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,000 $24.1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,400 $20.5K <0.01% 0 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,374 $20.3K <0.01% +583 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,356 $20.2K 0.01% +2,731 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,000 $18.1K <0.01% -90 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,925 $17.6K <0.01% -2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,845 $17.2K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,677 $16.1K 0.02% -60,830 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,500 $15.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,517 $15K 0.01% -12 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,150 $13K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,975 $11.9K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,819 $11K <0.01% +1,000 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,798 $10.8K <0.01% -5,960 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,701 $10.3K <0.01% -10 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,647 $9.93K <0.01% +603 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,615 $9.74K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,544 $9.31K <0.01% -97 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,500 $9.3K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,500 $9.04K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,489 $8.98K <0.01% +893 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,475 $8.7K <0.01% +233 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,576 $8.69K <0.01% +25 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,214 $7.63K 0.01% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,262 $7.61K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,254 $7.56K <0.01% +509 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,200 $7.24K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,197 $7.22K <0.01% +150 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,131 $6.82K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,115 $6.72K <0.01% -325 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,100 $6.63K <0.01% +32 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,049 $6.33K <0.01% +23 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,024 $6.17K <0.01% +544 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,000 $6.03K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,000 $6.03K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $6.03K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,000 $6.03K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,000 $6.02K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,000 $6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 950 $5.73K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,000 $5.51K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 756 $4.56K <0.01% +118 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 733 $4.42K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 710 $4.28K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 641 $3.87K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 623 $3.76K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 615 $3.71K <0.01% -971 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 549 $3.31K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 545 $3.29K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 525 $3.17K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 522 $3.15K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 516 $3.11K <0.01% +100 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $3.02K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $3.02K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 478 $2.96K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 451 $2.72K <0.01% -1,485 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 436 $2.63K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 400 $2.41K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 364 $2.19K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 360 $2.17K <0.01% -170 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 358 $2.16K <0.01% +16 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 357 $2.15K <0.01% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 350 $2.11K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 403 $2K <0.01% +381 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 400 $2K <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 250 $2K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 311 $1.88K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 301 $1.81K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $1.81K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 300 $1.81K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 300 $1.81K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 294 $1.77K <0.01% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 264 $1.59K <0.01% +159 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 250 $1.51K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 250 $1.51K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 250 $1.51K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 243 $1.47K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 238 $1.44K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 237 $1.43K <0.01% 0 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 235 $1.42K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 234 $1.41K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 212 $1.28K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 207 $1.25K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 206 $1.24K <0.01% +177 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $1.21K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $1.21K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 200 $1.21K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $1.21K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 190 $1.15K <0.01% +15 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 181 $1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 174 $1K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 160 $965 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 152 $942 <0.01% +118 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 156 $941 <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 150 $905 <0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 150 $905 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 150 $905 <0.01% -500 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 135 $814 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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