Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,329 $299K 0.08% -43 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,326 $299K 0.04% -70 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,325 $298K 0.02% +173 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,320 $297K <0.01% -18 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,316 $296K 0.04% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,293 $294K 0.01% +1 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,303 $293K 0.09% new 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 1,301 $293K 0.1% 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,290 $290K 0.01% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,284 $289K 0.02% +225 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,284 $289K 0.02% +148 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,277 $287K 0.01% -171 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,263 $284K 0.01% +19 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,254 $282K 0.01% +117 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,245 $280K <0.01% -6,250 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,240 $279K 0.07% -27 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,239 $279K 0.04% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,235 $278K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,233 $278K 0.01% +175 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,233 $278K <0.01% -104 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,232 $277K 0.01% +10 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,212 $274K 0.01% -100 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,215 $274K <0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,214 $273K 0.05% +11 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,208 $272K 0.08% +1 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,208 $272K 0.01% +216 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,202 $271K 0.02% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,198 $270K 0.71% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,190 $268K 0.04% -171 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,188 $267K 0.11% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,176 $265K 0.01% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,174 $264K 0.08% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,165 $262K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,163 $262K 0.02% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,161 $261K 0.03% +211 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,150 $259K 0.08% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,149 $259K 0.03% -171 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,147 $258K 0.02% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,142 $257K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,139 $256K <0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,123 $256K 0.02% new 13F-HR Timeline Group WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,135 $256K 0.16% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,130 $254K <0.01% -4,372 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,109 $250K 0.02% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,108 $249K 0.2% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,100 $248K 0.02% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,096 $247K 0.03% +6 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,094 $246K <0.01% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,091 $246K 0.09% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,090 $245K 0.05% -668 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,086 $245K 0.1% -9 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,078 $243K 0.08% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,070 $241K 0.02% +11 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,070 $241K 0.21% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,063 $239K 0.02% +6 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,058 $238K 0.11% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,059 $238K 0.05% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,049 $236K 0.01% +229 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,041 $234K 0.01% -203 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,030 $232K 0.14% 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 1,030 $232K 0.12% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,024 $230K 0.03% +78 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 997 $227K 0.23% -15 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,009 $227K 0.04% -1,349 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,003 $226K 0.09% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,000 $225K 0.18% new 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,000 $225K 0.06% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $225K 0.03% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,000 $225K 0.26% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 997 $224K 0.01% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 994 $224K <0.01% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 988 $222K 6.33% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 987 $222K <0.01% -3,931 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 987 $222K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 983 $221K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 979 $220K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 977 $220K 0.01% +9 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 976 $220K 0.08% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 974 $219K 0.11% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 969 $218K 0.05% -8 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 968 $218K 0.02% new 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 966 $217K 0.01% -7 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 957 $215K 0.01% new 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 953 $215K 0.14% +5 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 949 $214K 0.08% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 949 $214K <0.01% new 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 940 $212K 0.01% -14 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 936 $211K 0.06% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 934 $210K 0.06% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 920 $207K 0.03% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 918 $207K 0.03% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 911 $206K 0.01% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 915 $206K 0.11% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 910 $205K 0.21% 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 900 $203K 0.01% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 900 $203K 0.15% -85 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 897 $202K 0.17% -105 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 890 $200K 0.01% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 889 $200K 0.05% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 869 $196K 0.01% -69 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 865 $195K 0.01% -66 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 811 $183K <0.01% +136 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 793 $179K <0.01% +201 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 783 $176K 0.02% -173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 773 $174K 0.02% +222 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 744 $167K <0.01% -948 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 703 $158K 0.01% +112 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 696 $157K 0.12% 0 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 674 $152K 0.14% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 666 $150K <0.01% +294 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 622 $140K 0.09% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 619 $139K 0.14% 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 611 $138K 0.01% -8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 604 $136K 0.09% -60 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $135K 0.04% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 581 $131K 0.01% -194 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 578 $130K 0.03% +478 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 575 $129K 0.08% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 563 $127K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 550 $124K <0.01% +429 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 543 $122K 0.01% -50 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 536 $121K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 534 $120K 0.01% 0 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 528 $119K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 524 $118K 0.04% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 518 $117K 0.13% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $113K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 453 $102K <0.01% +21 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 441 $99.3K 0.01% +3 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 430 $96.8K <0.01% -614 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 393 $94.3K <0.01% +81 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 416 $93.7K <0.01% +147 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 406 $91.9K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 390 $87.8K <0.01% +255 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 371 $83.5K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 365 $82.3K 0.01% +5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 364 $81.9K 0.01% +255 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 350 $79K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 350 $78.8K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 346 $77.9K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 346 $77.9K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 338 $76K 0.04% -55 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 333 $75K 0.01% -283 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 322 $72.4K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 321 $72.3K <0.01% -40 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 317 $71.4K 0.02% +174 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 316 $71.1K <0.01% +295 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 311 $70.1K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 307 $69.2K <0.01% +140 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 302 $68K 0.01% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 302 $68K 0.02% +5 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 300 $67.5K <0.01% new 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 300 $67.5K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $67.5K 0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 295 $66.4K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $63.8K 0.03% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 280 $63K 0.02% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 279 $62.8K 0.02% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 268 $60.7K 0.04% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 267 $60.1K <0.01% +6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 253 $57K 0.01% -1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 245 $55.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 240 $54K <0.01% +17 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 228 $51.3K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 226 $50K <0.01% +223 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 224 $49.8K 0.05% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 211 $47.5K 0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 210 $47.3K <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 202 $45.5K 0.01% new 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 200 $45.3K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $45K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $45K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 204 $45K <0.01% +186 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 195 $43.9K 0.04% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 188 $42.3K 0.01% +12 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 182 $41K <0.01% 0 13F-HR/A Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 181 $40.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 173 $38.9K <0.01% +9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 172 $38.7K <0.01% +5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 168 $37.8K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 167 $37.8K 0.01% +3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 163 $36.7K 0.01% +98 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 155 $34.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 150 $33.8K <0.01% -4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 146 $32.9K <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 141 $31.7K <0.01% -22 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 136 $30.6K 0.03% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 124 $28.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 108 $24.3K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 108 $24.3K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 108 $24.2K 0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 107 $24.1K <0.01% +4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 107 $24K 0.01% +20 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $22.6K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $22.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $22.5K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $22.5K 0.03% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 86 $19.4K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 85 $19.1K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 84 $18.9K <0.01% 0 13F-HR Timeline