Grove Bank & Trust More: the full row for Grove Bank & Trust 1,672 $77.7K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,661 $77.2K 0.03% +96 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,600 $74.4K 0.01% -2,366 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,597 $74.2K <0.01% +1,263 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,593 $74K 0.02% new 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,592 $74K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,560 $72.5K <0.01% -705 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,500 $69.7K 0.05% +1,500 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,350 $62.7K 0.03% +1,050 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,330 $61.8K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,244 $57.8K <0.01% +720 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,240 $57.6K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,224 $56.9K <0.01% +146 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,200 $55.8K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,133 $52.7K 0.01% -10,736 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,105 $51.4K <0.01% +33 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) 1,011 $47K <0.01% +386 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,000 $46.5K 0.02% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,000 $46.5K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 954 $44.3K <0.01% +322 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 850 $39.5K <0.01% +400 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 841 $39.1K <0.01% -105 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 804 $37.4K <0.01% +421 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 755 $35.1K 0.01% -21,390 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 725 $33.7K <0.01% +707 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 705 $32.8K <0.01% +8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 592 $27.5K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 582 $27.1K 0.02% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 581 $27K <0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 590 $26.9K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 540 $25.1K <0.01% +467 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 505 $24.6K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 500 $23.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 452 $21K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 448 $20.8K <0.01% -100 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 400 $18.6K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 400 $18.6K 0.02% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 377 $17.5K <0.01% +274 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 365 $17K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 350 $16.3K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 330 $15.3K <0.01% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 295 $13.7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 271 $12.6K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 262 $12.2K <0.01% -249 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 259 $12K <0.01% +65 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 250 $11.6K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 249 $11.6K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 241 $11.2K <0.01% +115 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 230 $10.7K <0.01% +26 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 200 $9.3K <0.01% +11 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 200 $9.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 180 $8.37K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 192 $8.35K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 177 $8.23K <0.01% +111 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 159 $7.39K <0.01% +158 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 158 $7.34K 0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 155 $7.2K 0.01% -269 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 150 $6.97K <0.01% -350 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 143 $6.65K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 139 $6.46K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 137 $6.37K <0.01% +44 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 123 $5.72K <0.01% +23 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 114 $5.3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 108 $5.02K <0.01% +36 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $4.65K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 100 $4.65K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $4.65K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $4.56K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 96 $4.46K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 94 $4.37K <0.01% +6 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 93 $4K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 85 $3.95K <0.01% 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 83 $3.86K <0.01% -81 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 78 $3.62K <0.01% +29 13F-HR Timeline BAYBAN More: the full row for BAYBAN 76 $3.53K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 75 $3.49K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 73 $3.39K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 70 $3.25K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 57 $3K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 64 $2.98K <0.01% +23 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 60 $2.95K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 61 $2.84K <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 50 $2.37K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 51 $2.37K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 50 $2.32K <0.01% +9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 50 $2.32K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 48 $2.23K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 44 $2.05K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 44 $2.04K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 42 $1.95K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 37 $1.72K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 33 $1.53K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 32 $1.49K <0.01% -4 13F-HR Timeline Security National Bank More: the full row for Security National Bank 31 $1.44K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 30 $1.4K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 30 $1.4K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 30 $1.39K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 27 $1.25K <0.01% new 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 27 $1.25K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25 $1.16K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 25 $1.13K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 20 $930 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19 $902 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 19 $883 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 17 $790 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $744 <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $604 <0.01% -94 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 12 $558 <0.01% 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 11 $511 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9 $418 <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7 $325 <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 6 $279 <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $279 <0.01% -6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $233 <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $186 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4 $186 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $90 <0.01% new 13F-HR Timeline