Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,275 $318K 0.06% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,273 $317K 0.48% -26 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,261 $316K 0.07% new 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 2,250 $314K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,250 $314K 0.14% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,248 $314K <0.01% -298 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,246 $313K <0.01% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,218 $310K 0.09% -209 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,209 $308K 0.02% -387 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,208 $308K 0.03% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,206 $308K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,200 $307K 0.01% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,200 $307K 0.07% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,177 $304K 0.03% -300 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,162 $302K 0.01% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,159 $301K 0.1% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,142 $299K 0.01% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,135 $297K 0.03% -3,853 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,126 $297K 0.12% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,099 $293K <0.01% -978 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,100 $293K 0.01% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,050 $286K 0.08% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,043 $285K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,040 $285K 0.01% +142 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,874 $284K 0.01% +239 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,813 $283K 0.12% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,016 $281K <0.01% +1,088 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,001 $279K 0.04% -263 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,000 $279K 0.03% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,000 $279K 0.19% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,000 $279K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,994 $278K <0.01% +665 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,991 $278K 0.04% +271 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,980 $276K 0.05% -720 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,781 $276K 0.04% +1,001 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,962 $274K 0.03% +35 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,936 $271K 0.01% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,913 $267K <0.01% -62 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,900 $267K 0.19% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,910 $267K <0.01% +179 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,900 $265K 0.09% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,864 $260K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,854 $259K 0.03% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,850 $258K 0.13% 0 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,848 $258K 0.08% +230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,841 $257K <0.01% -376 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,835 $256K 0.01% +89 13F-HR Timeline Group Odyssean, LLC More: the full row for Odyssean, LLC 1,832 $256K 0.09% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,821 $254K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,818 $254K 0.02% +314 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,815 $253K 0.01% -1,089 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,808 $252K 0.01% -92 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,802 $252K 0.01% +36 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,795 $251K <0.01% +197 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,794 $250K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,789 $250K 0.04% -59 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,773 $247K 0.04% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,770 $247K 0.01% -30 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,770 $247K 0.01% +79 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,036 $247K <0.01% +472 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,761 $246K <0.01% -61 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,740 $243K <0.01% -1,188 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,719 $241K 0.02% -188 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,724 $241K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,722 $240K <0.01% -241 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,712 $239K 0.08% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,699 $238K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,708 $238K 0.07% -4 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,705 $238K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,698 $237K 0.04% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,671 $233K 0.01% -72 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,667 $233K 0.01% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,667 $233K <0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,644 $231K 0.05% +15 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,652 $231K 0.01% -10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,648 $230K <0.01% +3 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,646 $230K <0.01% -894 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,443 $230K 0.02% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 1,645 $230K 0.09% new 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 1,644 $229K 0.12% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,635 $228K 0.07% -125 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,633 $228K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,628 $227K <0.01% -53 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,622 $226K 0.01% -3,727 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,600 $223K 0.09% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,296 $223K 0.01% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,582 $221K 0.09% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,582 $221K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,571 $219K 0.02% -129 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,569 $219K <0.01% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,557 $217K 0.04% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,548 $216K 0.01% -11 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,539 $216K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,544 $215K <0.01% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,540 $215K 0.01% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,536 $214K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,535 $214K 0.01% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,530 $214K <0.01% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,516 $212K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,543 $211K <0.01% +15 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,510 $211K 0.01% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,509 $211K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,508 $210K 0.02% +225 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,505 $210K 0.01% +16 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,505 $210K <0.01% +583 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,500 $209K 0.02% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,490 $209K 0.06% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,490 $208K <0.01% -11 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,480 $207K 0.02% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,457 $204K 0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,459 $204K 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,458 $203K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,454 $203K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,447 $202K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,446 $202K 0.01% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,444 $202K 0.03% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,318 $201K 0.01% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,264 $201K 0.12% +1,079 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,424 $199K 0.09% -3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,418 $198K <0.01% -91 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,378 $192K 0.02% -29 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,200 $183K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,305 $182K 0.02% +5 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,300 $181K 0.07% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,170 $163K <0.01% +294 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,157 $161K 0.01% +436 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,127 $157K 0.08% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,028 $140K 0.01% +47 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $140K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,000 $140K 0.04% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 978 $136K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 975 $136K 0.01% +120 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 947 $132K <0.01% -134 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 935 $130K 0.06% -765 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 819 $114K <0.01% +431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 817 $114K <0.01% +149 13F-HR Timeline Group HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 800 $112K 0.09% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 798 $111K <0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 780 $109K 0.11% -991 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 750 $106K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 724 $101K 0.01% +163 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 721 $101K <0.01% -597 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 704 $98.3K <0.01% +375 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 682 $97K 0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 678 $94.6K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 677 $94.5K 0.02% -2,007 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 663 $93.1K 0.05% +6 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 645 $90K <0.01% -28 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 606 $85.1K <0.01% -11 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 593 $82.8K <0.01% +31 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 564 $78.7K 0.03% +247 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 559 $78K 0.01% +79 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 562 $78K 0.01% -91 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 549 $77.1K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 538 $75.1K 0.03% +119 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 533 $74.4K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 519 $73.4K 0.05% -58 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 522 $72.9K 0.06% -110 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 450 $62.8K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 429 $60K 0.01% +297 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 419 $58.5K 0.04% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 405 $56.5K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 401 $56K 0.02% +87 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 390 $55.9K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 396 $55.6K <0.01% +131 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 391 $54.6K <0.01% +13 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 381 $53.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 356 $49.7K 0.03% +21 13F-HR Timeline CNB Bank More: the full row for CNB Bank 345 $48.2K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 340 $47.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 320 $44.7K 0.02% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 318 $44.4K 0.01% new 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $44K <0.01% +47 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 315 $44K 0.02% 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 306 $42.7K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 303 $42.3K <0.01% -60 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $41.9K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 292 $41K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 293 $40.9K <0.01% +18 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 270 $37.7K <0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 266 $37.1K <0.01% +75 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 253 $35.8K <0.01% -6 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 250 $34.9K 0.02% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $33.5K 0.02% +166 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 220 $30.7K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 215 $30K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 214 $29.9K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 209 $29.3K 0.01% +3 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 210 $29.3K 0.03% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 203 $28.3K 0.01% +101 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 195 $27.2K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $27K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 177 $24.7K <0.01% +7 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 175 $24.4K <0.01% -1,000 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 175 $24.4K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 170 $24K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 164 $23.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 163 $23K <0.01% +4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 160 $22.3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 155 $21.6K 0.01% 0 13F-HR Timeline