HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,695 $239K 0.05% +50 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,692 $238K 0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,687 $237K 0.01% -30 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,673 $236K 0.1% -29 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,671 $235K <0.01% -85 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,649 $232K <0.01% -9 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,633 $230K 0.07% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,623 $228K 0.04% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,618 $228K <0.01% -45 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,599 $225K 0.01% -147 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,577 $222K 0.01% +528 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,575 $222K 0.02% +125 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,567 $221K <0.01% +1,292 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,560 $220K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,560 $220K 0.02% -63 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,543 $217K 0.01% +138 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,531 $216K 0.12% -35 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,531 $216K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,525 $215K 0.02% -273 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,510 $213K <0.01% -1,890 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,507 $212K 0.01% -516 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,501 $211K 0.04% 0 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,500 $211K 0.1% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,498 $211K 0.08% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,497 $211K 0.02% +19 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 514 $210K 0.02% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,482 $209K 0.01% +31 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,473 $207K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,472 $207K 0.01% -133 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,460 $206K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,442 $203K <0.01% +179 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,439 $203K 0.01% -66 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,426 $201K 0.01% -450 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,417 $199K 0.1% -22,308 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,310 $184K <0.01% +46 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,275 $179K 0.01% 0 13F-HR/A Timeline Group Security National Bank More: the full row for Security National Bank 1,180 $166K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,174 $165K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,160 $163K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,144 $161K <0.01% -952 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,118 $157K 0.05% +173 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,071 $151K 0.01% +84 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,030 $145K 0.03% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 997 $140K <0.01% -8,366 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 991 $140K 0.1% -68 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 922 $130K <0.01% -477 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 903 $127K 0.02% -9,652 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 878 $124K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 873 $123K 0.01% -990 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 873 $123K 0.06% -2,965 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 848 $119K 0.05% +30 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 817 $115K 0.06% +20 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $113K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 799 $112K <0.01% -283 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 793 $112K 0.01% -69 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 759 $107K 0.08% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 752 $106K <0.01% +305 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 749 $105K <0.01% -2,948 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 732 $103K <0.01% -397 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 728 $101K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 720 $101K 0.01% -100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 701 $99K <0.01% -445 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 695 $97.8K <0.01% -1,225 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 665 $93.7K 0.03% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 606 $85.3K <0.01% -114,605 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 591 $83.2K 0.01% +70 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 588 $82.8K 0.03% +93 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 550 $77K 0.01% 0 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 536 $75.5K <0.01% +487 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 513 $72.2K 0.04% -27 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $70.4K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 493 $69.4K 0.01% -8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 486 $68.4K 0.01% -137 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 484 $68.1K 0.04% +19 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 476 $67K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 453 $63.8K 0.01% +14 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 437 $61.5K <0.01% +320 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 424 $59.7K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 409 $59K 0.04% -108 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 393 $55.3K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 392 $55.1K <0.01% -131 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 371 $52.2K <0.01% -19,938 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 368 $51.8K <0.01% -66 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 341 $48K 0.01% -21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 313 $44.1K <0.01% -17 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 310 $43.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 280 $39.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 278 $39.1K <0.01% -271 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 264 $37.2K <0.01% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 264 $37.2K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 257 $36.2K <0.01% -794 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $35.2K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 232 $32.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 224 $31.5K 0.02% -18 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 208 $29.3K <0.01% +2 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 196 $27.3K <0.01% +98 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 193 $27.2K <0.01% -97 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 193 $27.2K 0.02% +123 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 190 $26.7K 0.02% -100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 189 $26.6K <0.01% +24 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 185 $26K <0.01% -2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 186 $26K <0.01% +17 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 179 $25.2K 0.01% +11 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 176 $24.8K <0.01% 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. 175 $24.6K <0.01% -5 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 169 $23.8K <0.01% -243 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $23.7K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 160 $22.5K <0.01% 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 157 $22.1K <0.01% -50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 153 $21.5K <0.01% -249 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 140 $19.7K <0.01% +35 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 137 $19.3K <0.01% -7 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 136 $19.1K <0.01% -7 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 133 $18.7K <0.01% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 130 $18.3K <0.01% -24 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 129 $18.2K <0.01% +6 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 124 $17.5K <0.01% +16 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 124 $17.5K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 119 $16.7K <0.01% +17 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 116 $16.3K <0.01% -39 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 110 $15.5K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 108 $15.2K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 107 $15.1K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 105 $14.8K <0.01% -25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 102 $14.4K <0.01% -24 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 100 $14.1K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 96 $13.5K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 93 $13.1K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 97 $12.9K 0.02% 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 85 $12K <0.01% -38 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 80 $11.3K 0.01% -12,904 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 76 $10.7K 0.01% +68 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 75 $10.6K <0.01% -25 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 70 $9.86K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 62 $8.73K <0.01% -10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61 $8.59K <0.01% +11 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 59 $8.23K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 56 $7.88K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 54 $7.6K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 51 $7.18K <0.01% +43 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 50 $6.95K <0.01% +32 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 49 $6.92K <0.01% -146 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 48 $6.76K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 45 $6.35K <0.01% -61 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 42 $5.91K <0.01% -18 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $5.81K <0.01% +2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $5.66K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 40 $5.63K <0.01% +36 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 40 $5.63K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 39 $5.49K <0.01% 0 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 38 $5.35K <0.01% -9 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 38 $5.35K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $5.07K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 36 $5.07K <0.01% -10,200 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 38 $5K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 34 $4.79K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $4.65K <0.01% +6 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 32 $4.5K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 32 $4.5K <0.01% -25 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 31 $4.37K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.22K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 29 $4.08K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 28 $3.94K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 28 $3.94K <0.01% +2 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 28 $3.94K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $3.62K <0.01% +2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $3.53K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 25 $3.52K <0.01% -1,499 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25 $3.52K <0.01% +24 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $3.52K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 24 $3.42K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $3.38K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $3.38K <0.01% +6 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 24 $3.38K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23 $3.24K <0.01% +8 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 22 $3.1K <0.01% -1 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 22 $3.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $3K <0.01% -3 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 25 $3K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20 $2.82K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 20 $2.82K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19 $2.67K <0.01% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17 $2.39K <0.01% -179 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $2.25K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 16 $2.25K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 16 $2.25K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15 $2.11K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 18 $2K <0.01% +2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $2K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 14 $1.97K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14 $1.97K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $1.69K <0.01% -88 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $1.27K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.27K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $1.27K <0.01% -1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8 $1.13K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8 $1.13K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.13K <0.01% -4 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 8 $1.13K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.1K <0.01% -1 13F-HR Timeline