Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 329 $32.3K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 327 $32.2K <0.01% -446 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 313 $30.8K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 313 $30.7K 0.01% +6 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 296 $29.1K <0.01% 0 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 298 $29K <0.01% +16 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 288 $28.3K 0.01% +13 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 283 $27.8K 0.01% +211 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 272 $26.7K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 266 $26.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 276 $26K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 230 $22.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 230 $22.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 226 $22.2K 0.01% +28 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 222 $21.8K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 218 $21.4K <0.01% +100 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 215 $21.1K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 210 $20.6K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 200 $19.7K <0.01% -20 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 200 $19.7K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 200 $19.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 199 $19.6K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 192 $18.9K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 192 $18.9K 0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 177 $17.4K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 172 $16.9K 0.01% +158 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 172 $16.9K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 172 $16.9K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 168 $16.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 165 $16.2K <0.01% -8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 160 $15.7K <0.01% -6 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 154 $15.1K <0.01% +53 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 150 $14.7K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 148 $14.6K 0.01% +8 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 147 $14.5K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 145 $14.2K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 138 $13.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 136 $13.4K <0.01% -24 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 138 $13K <0.01% +28 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 127 $12.5K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 125 $12.3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 122 $12K <0.01% -32 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 120 $11.8K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 119 $11.7K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 113 $11.1K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 111 $10.9K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 110 $10.8K 0.01% -35 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 109 $10.7K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 103 $10.1K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 102 $10K <0.01% -180 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 102 $10K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100 $9.83K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $9.83K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $9.83K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 96 $9.44K <0.01% -27 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 94 $9.24K <0.01% +24 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 94 $9.24K <0.01% +27 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 87 $8.55K <0.01% +53 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 84 $8.26K <0.01% -68 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 83 $8.12K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83 $8K <0.01% -2 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 80 $7.89K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 79 $7.78K <0.01% +1 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 77 $7.58K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 77 $7.57K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 76 $7.43K <0.01% -1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 74 $7.28K <0.01% +44 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 70 $6.88K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 66 $6.49K <0.01% +17 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 63 $6.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 64 $6.25K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 59 $5.8K <0.01% +16 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 58 $5.7K <0.01% +37 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 57 $5.6K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 56 $5.49K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 54 $5.31K <0.01% +11 13F-HR Timeline CNB Bank More: the full row for CNB Bank 50 $4.92K <0.01% -56 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 50 $4.92K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 48 $4.72K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $4.72K <0.01% +2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 45 $4.42K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 43 $4.23K <0.01% -1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 41 $4.04K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 41 $4.03K <0.01% +22 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 39 $3.83K <0.01% +29 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 39 $3.83K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 37 $3.64K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 34 $3.34K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 34 $3.34K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 32 $3.15K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 31 $3.05K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $3.05K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $3.05K <0.01% +13 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $2.85K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 29 $2.85K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 26 $2.85K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28 $2.77K <0.01% -326 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $2.75K <0.01% +17 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 27 $2.65K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 26 $2.56K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 24 $2.36K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 24 $2.36K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22 $2.16K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $2.16K <0.01% +2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 22 $2.14K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 21 $2.06K <0.01% -7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $1.97K <0.01% +5 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 19 $1.87K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 19 $1.87K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 18 $1.77K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 18 $1.77K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $1.67K <0.01% +1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 16 $1.57K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 16 $1.57K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15 $1.48K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 15 $1.48K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $1.33K <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12 $1.18K <0.01% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12 $1.18K <0.01% -13 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11 $1.08K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 12 $1K <0.01% 0 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 12 $1K <0.01% -92,959 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $984 <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 10 $983 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10 $983 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9 $885 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9 $885 <0.01% -31 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $885 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $833 <0.01% -20 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8 $787 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8 $787 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $689 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $594 <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6 $590 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6 $590 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $587 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5 $492 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $492 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $492 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $492 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4 $413 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $393 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $295 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3 $295 <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $197 <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $99 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $53 <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 140 $42 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.