CX Institutional More: the full row for CX Institutional 17,824 $300K 0.01% +2,401 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,835 $300K 0.03% -13,688 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,795 $299K 0.01% +1,118 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 17,764 $299K 0.01% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 17,732 $298K 0.09% -12,897 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 17,505 $294K 0.02% +7,182 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 19,892 $293K <0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 17,377 $292K 0.03% -358 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 17,372 $292K 0.11% -967 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 17,309 $291K <0.01% +8,093 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 17,180 $289K 0.08% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 17,173 $289K 0.13% +4,616 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 16,795 $282K 0.05% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,628 $280K 0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,508 $278K 0.03% +800 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,306 $274K <0.01% +2,213 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 16,047 $270K 0.01% -2,100 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,000 $269K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,842 $266K <0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 15,828 $266K 0.05% +1,368 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 15,681 $264K 0.06% -244 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 15,507 $261K 0.2% +2,641 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 15,426 $259K 0.06% -2,403 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,372 $259K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,298 $258K 0.01% +3,375 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 15,272 $257K 0.03% +2,373 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 15,215 $256K 3.08% -1,500 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 14,807 $255K <0.01% -7,306 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,006 $252K <0.01% new 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 15,000 $252K <0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 14,924 $251K <0.01% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 14,650 $246K 0.01% -1,239 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 14,598 $246K 0.04% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,566 $245K 0.01% -91 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 14,471 $243K 0.07% +2,415 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 14,180 $239K 0.02% +1,938 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 14,125 $238K 0.06% -757 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,095 $236K 0.01% +2,560 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 14,005 $236K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,995 $235K 0.01% -477 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,843 $234K 0.01% -1,926 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 13,773 $232K 0.03% new 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 13,731 $231K 0.04% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,702 $230K 0.03% +3,442 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 13,693 $230K 0.2% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,658 $230K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,030 $229K <0.01% -22 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 13,565 $228K 0.22% -2,658 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,354 $225K 0.02% -113,007 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 13,328 $224K 0.19% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,277 $223K 0.01% +277 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 12,965 $223K 0.11% -1,580 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,112 $221K 0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 12,905 $217K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,870 $216K 0.02% -1,585 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,774 $215K 0.02% -40,144 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,740 $214K 0.03% -7,496 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,661 $213K 0.01% -1,182 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,566 $211K 0.02% +708 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,375 $208K <0.01% -10,161 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 12,200 $205K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 12,108 $204K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,712 $197K <0.01% -16,933 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,551 $194K 0.04% +298 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,240 $189K 0.03% -367 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 11,173 $188K <0.01% -72,473 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,123 $187K <0.01% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 11,105 $187K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,050 $186K <0.01% -277 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 10,880 $183K 0.17% +8,804 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,777 $182K 0.01% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 10,712 $181K 0.05% new 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 10,718 $180K <0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,699 $180K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,689 $180K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,537 $177K 0.07% -101 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 10,533 $177K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,410 $175K <0.01% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 10,334 $174K 0.12% -3,570 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 10,350 $174K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,289 $173K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,231 $172K 0.01% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 10,005 $168K 0.03% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 9,900 $167K 0.01% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 9,763 $164K 0.01% -9,315 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,157 $154K <0.01% -52,329 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8,592 $145K 0.03% +8,231 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,500 $143K 0.03% +4,000 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,155 $137K 0.01% -56 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 7,371 $124K 0.01% +6,538 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,205 $121K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,151 $120K 0.04% +62 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 7,006 $118K <0.01% +5,574 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,798 $115K 0.05% +299 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,735 $113K 0.01% -15,823 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,636 $112K 0.01% +1,088 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,997 $101K 0.06% -44 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,843 $98.3K <0.01% +677 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,828 $98K <0.01% +646 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,324 $89.5K <0.01% +1,248 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,170 $87K 0.01% +395 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,012 $84.3K 0.01% -104 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,983 $83.8K <0.01% +119 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,960 $83K 0.05% -600 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,769 $80.2K 0.02% +6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,490 $75.5K 0.01% -243 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,332 $72.9K 0.07% +358 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,296 $72.3K <0.01% 0 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,796 $65.4K 0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 3,566 $60K <0.01% -74,430 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,533 $59.4K <0.01% +176 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,378 $57K <0.01% +185 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,116 $52.4K <0.01% +514 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,000 $50.5K 0.03% -300 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,999 $50.4K 0.01% new 13F-HR/A Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,926 $49.2K 0.02% -1,329 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,935 $49K <0.01% +255 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,877 $48.5K <0.01% +2,491 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 2,686 $45.2K 0.04% +6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,474 $41.6K 0.01% -2,904 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 32,970 $41.3K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,448 $41.2K <0.01% +493 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,400 $40.4K 0.01% -9,100 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,285 $38.4K 0.01% +55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,181 $36.7K <0.01% -283 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,011 $33.8K 0.04% -555 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 2,010 $33.8K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,888 $32K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,900 $32K 0.01% +74 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,826 $30.7K <0.01% -717 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,679 $28.2K <0.01% +814 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,586 $26.7K <0.01% -100 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,527 $25.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,479 $24.9K <0.01% +1,022 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,433 $24.1K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,441 $24K <0.01% -204 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,415 $23.8K <0.01% -34 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 1,395 $23.5K <0.01% +199 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,370 $23K <0.01% +40 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,345 $22.6K 0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,316 $22.2K 0.01% +897 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,301 $21.9K <0.01% +217 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 1,203 $20.2K 0.02% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,185 $19.9K <0.01% -912 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,184 $19.9K <0.01% -131 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,157 $19.5K <0.01% +523 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,113 $18.7K 0.01% +101 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 1,108 $18.6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,058 $17.8K <0.01% +218 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,015 $17.1K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,013 $17K 0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 995 $16.7K 0.01% +72 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 928 $15.6K <0.01% +45 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 870 $14.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 827 $13.9K <0.01% -254 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 819 $13.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 806 $13.6K 0.01% -14 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 800 $13.5K <0.01% +575 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 759 $12.8K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 747 $12.6K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 736 $12.4K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 694 $11.7K 0.01% +369 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 692 $11.6K <0.01% -65 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 692 $11.6K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 637 $10.7K <0.01% +30 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 633 $10.6K <0.01% +225 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 626 $10.5K <0.01% +6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 613 $10.3K <0.01% +129 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 600 $10.1K <0.01% -285 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 560 $9.42K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 550 $9.26K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 545 $9.17K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 513 $8.63K <0.01% +44 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 510 $8.59K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $8.41K <0.01% -508 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 500 $8.41K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 488 $8.21K <0.01% -93 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 472 $7.94K <0.01% +81 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 459 $7.72K <0.01% +169 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 455 $7.66K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 421 $7.63K <0.01% -111 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 447 $7.52K <0.01% +16 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 437 $7.35K <0.01% +5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 452 $7K <0.01% +58 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 416 $7K <0.01% -1,077 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 409 $6.89K <0.01% +139 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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WEALTH MANAGEMENT LLC 341 $5.75K <0.01% +106 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 336 $5.65K <0.01% +101 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 334 $5.62K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 325 $5.47K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 323 $5.43K <0.01% +70 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 320 $5.38K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 300 $5.05K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. 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