Atala Financial Inc More: the full row for Atala Financial Inc 21,349 $365K 0.26% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,100 $360K 0.01% +850 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,824 $356K 0.01% +2,691 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 20,768 $355K 0.14% -2,475 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 20,485 $350K 0.07% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,369 $348K 0.08% +369 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,124 $344K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20,000 $341K 0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,915 $340K <0.01% +1,769 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19,553 $334K 0.01% +8,414 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 19,667 $331K 0.01% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 19,125 $327K 0.06% +3,000 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 19,051 $325K 0.05% -4,765 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,401 $314K 0.01% -1,138 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 18,300 $313K 0.22% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 17,600 $301K 0.13% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 17,500 $299K <0.01% -500 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 17,500 $299K 0.15% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 17,255 $295K 0.13% -420 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,195 $294K 0.01% +885 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 17,000 $290K 0.19% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 16,990 $290K 0.1% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 16,874 $288K 0.06% +74 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 16,750 $286K 0.25% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 16,391 $280K 0.09% 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,390 $280K 0.01% -600 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,235 $277K <0.01% -84,696 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 16,027 $274K 0.09% +823 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,986 $273K <0.01% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 15,311 $262K 0.17% 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,268 $261K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,203 $258K <0.01% -6,742 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 15,077 $258K <0.01% -3,000 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,789 $253K <0.01% +3,951 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 14,568 $249K 0.04% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,499 $248K <0.01% -500 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 14,436 $247K <0.01% +4,241 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,205 $246K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,217 $243K <0.01% +23 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,162 $242K 0.07% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,144 $242K <0.01% +424 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,000 $239K 0.01% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 13,905 $237K <0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,900 $237K 0.02% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 13,602 $232K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,500 $231K 0.03% -2,359 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 13,233 $226K 0.15% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,163 $225K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,083 $223K 0.01% +583 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,058 $223K 0.01% +24 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,938 $221K <0.01% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 12,547 $218K 0.03% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 12,536 $214K 0.12% -4,583 13F-HR/A Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,500 $214K 0.06% -500 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 12,400 $212K 0.15% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,368 $211K 0.02% +479 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,256 $209K <0.01% -423 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 12,100 $207K 0.06% +854 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,000 $205K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,911 $203K 0.01% +4,606 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 11,585 $201K 0.18% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,579 $198K 0.14% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,574 $198K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,487 $196K 0.02% -8,874 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 11,277 $193K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,031 $188K <0.01% +286 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,018 $188K 0.01% -1 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,005 $188K <0.01% 0 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,000 $188K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,900 $186K <0.01% +200 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,800 $184K 0.07% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 10,788 $184K 0.01% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 10,584 $181K 0.01% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,540 $180K 0.04% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,338 $177K <0.01% new 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,334 $177K 0.05% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,315 $176K 0.04% +113 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 10,000 $171K 0.04% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 9,964 $170K 0.07% +415 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,705 $166K 0.01% +1,705 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,552 $163K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,500 $162K 0.01% +3,800 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,500 $162K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,399 $161K 0.04% -943 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,300 $159K 0.06% +500 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,242 $158K 0.07% +104 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,000 $137K 0.04% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,050 $120K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,468 $110K <0.01% +845 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,689 $97.2K 0.06% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,560 $95K 0.04% -52 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,238 $89.5K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,552 $77.7K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,038 $69K <0.01% +39 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,989 $68.1K 0.02% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,035 $62.5K <0.01% -5,000 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,568 $60.9K <0.01% +3,368 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,608 $60.7K 0.01% -233 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,353 $57.3K <0.01% +248 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,327 $56.8K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,300 $56.4K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,146 $53.7K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,000 $51.2K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,550 $43.6K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,357 $40.3K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,200 $37.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,191 $37.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,190 $37.4K 0.01% -545 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,150 $36.7K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,100 $35.9K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,000 $34.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $34.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,955 $32.9K <0.01% +258 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,888 $32.2K 0.01% +35 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,700 $29K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,650 $28.2K <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,643 $28.1K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,610 $27.5K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,608 $27.5K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,566 $26.7K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,423 $24.3K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,403 $24K <0.01% -3,325 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,395 $23.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,144 $23.6K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,315 $22.5K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,202 $20.5K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,191 $20.3K <0.01% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,175 $20.1K 0.01% -827 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,150 $19.6K 0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,083 $18.5K 0.02% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,023 $17.5K <0.01% +569 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,022 $17.5K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,000 $17.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,000 $17.1K <0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $17.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 900 $15.4K <0.01% -105 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 858 $14.7K <0.01% +16 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 844 $14.4K <0.01% -26,718 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 778 $13.3K 0.01% +14 13F-HR Timeline Trust Co More: the full row for Trust Co 750 $12.8K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 737 $12.6K <0.01% +127 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 730 $12.5K -900 Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 700 $12K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 671 $11.5K <0.01% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 660 $11.3K 0.03% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 614 $10.5K <0.01% +11 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 600 $10.2K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 594 $10.1K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 563 $9.62K 0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 538 $9.19K <0.01% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 516 $8.81K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 504 $8.61K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $8.54K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 500 $8.54K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 500 $8.54K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $8K <0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 400 $6.83K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $6.83K <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. 392 $6.7K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 375 $6.41K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 341 $5.9K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 331 $5.65K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 593 $5.2K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 301 $5.14K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $5.12K <0.01% -3,280 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 275 $4.7K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $4.1K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $3.42K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 200 $3.42K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 200 $3.42K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 191 $3.26K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 213 $3K <0.01% -50 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 125 $2K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 108 $1.84K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 85 $1.45K <0.01% -708 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 17 $290 <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10 $170 <0.01% -40 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $19 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 9 $2 <0.01% new 13F-HR/A Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.