U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,392 $276K 0.01% -79 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,390 $275K 0.01% -10 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,369 $274K 0.15% +4 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,363 $270K 0.01% +100 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,455 $270K 0.03% +332 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,331 $266K 0.01% +38 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,342 $266K 0.04% -24 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,335 $264K 0.07% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,327 $263K 0.07% -2 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,320 $261K <0.01% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,308 $259K 0.01% +75 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,294 $256K <0.01% -3,314 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,291 $256K 0.01% +59 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,279 $253K 0.07% +71 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,278 $253K 0.01% -143 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,264 $250K 0.01% +215 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,263 $250K 0.01% -145 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,258 $249K 0.01% -1,399 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,235 $245K 0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,235 $245K 0.01% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,233 $244K 0.11% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,224 $242K <0.01% +94 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,220 $241K 0.05% +6 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,219 $241K 0.06% -21 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,207 $239K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 1,201 $238K <0.01% -41,057 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,196 $237K 0.01% -338 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,188 $235K 0.1% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,186 $235K 0.01% -22 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,178 $233K 0.01% -112 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,172 $232K 0.08% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,174 $232K 0.07% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,170 $232K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,165 $231K <0.01% -1,564 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,150 $230K <0.01% +11 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,152 $228K 0.02% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,150 $228K 0.07% 0 13F-HR/A Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,142 $226K <0.01% 0 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,136 $225K <0.01% +187 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,136 $225K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,136 $225K 0.03% -54 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,127 $223K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,135 $222K <0.01% +469 13F-HR/A Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,118 $221K 0.18% +10 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,109 $220K 0.02% 0 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,097 $217K <0.01% +118 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,092 $216K 0.02% +29 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,091 $216K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,083 $214K 0.02% +13 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,076 $213K 0.02% -302 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,073 $212K 0.18% +3 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,058 $210K 0.24% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,058 $210K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,037 $205K 0.01% -4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,024 $205K 0.01% +321 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,030 $204K 0.11% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,025 $203K 0.01% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,017 $201K 0.01% -260 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,012 $201K 0.01% -200 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $198K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 942 $187K 0.1% -32 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 908 $180K 0.02% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 895 $177K 0.03% +578 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 869 $172K 0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 818 $162K <0.01% +7 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 761 $151K <0.01% +308 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 696 $138K 0.1% 0 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 674 $133K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 643 $127K 0.01% -453 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 640 $125K 0.01% -133 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 621 $123K <0.01% -172 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $119K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 581 $116K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 559 $111K 0.02% -4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 536 $106K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 534 $106K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 534 $106K <0.01% +393 13F-HR Timeline City State Bank More: the full row for City State Bank 524 $104K 0.03% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 521 $103K <0.01% +91 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 518 $103K 0.12% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 532 $100K <0.01% +139 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $99K 0.05% -28 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $99K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 459 $91K <0.01% -1,299 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 455 $90K 0.06% -149 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 443 $87.7K 0.01% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 429 $85K <0.01% -436 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 413 $81.8K <0.01% +23 13F-HR Timeline Group Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 409 $81K <0.01% -300,731 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 399 $79K <0.01% -17 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 387 $76.6K <0.01% +66 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 369 $74K 0.03% +19 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 371 $73.5K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 365 $72.3K 0.01% +19 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 364 $72.1K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 359 $71.2K 0.01% -6 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 353 $69.9K 0.02% +51 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 350 $69.3K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 347 $68.7K <0.01% +31 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 346 $68.5K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 309 $61.2K 0.01% +7 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $59.4K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $59.4K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $59.4K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 296 $58.6K <0.01% +236 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 288 $57K 0.02% +9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 285 $56.4K 0.02% +5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 277 $54.9K 0.01% -56 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 272 $54.2K 0.03% +4 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 259 $51.3K <0.01% +14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 255 $50.5K 0.04% -364 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 253 $50.1K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 240 $47.5K <0.01% +85 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 260 $47K 0.03% -78 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 233 $46.1K <0.01% -7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 228 $45.1K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 222 $43.9K 0.04% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 221 $43.8K <0.01% +11 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 208 $41.2K 0.01% -3 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 203 $40.2K <0.01% +57 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 201 $40K <0.01% 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 200 $39.9K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 200 $39.6K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $39.6K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 197 $39K 0.01% 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 195 $38.6K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 193 $38.2K 0.01% +5 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 179 $35.4K 0.01% -2 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 165 $32.7K 0.02% -34,781 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 163 $32.5K 0.01% -4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 163 $32.3K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 158 $31.3K <0.01% -24 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 156 $30.9K <0.01% -12 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 153 $30.3K <0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 151 $29.9K <0.01% +70 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 150 $29.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 131 $26.1K <0.01% +7 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 129 $25.5K 0.01% +70 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 118 $23.4K 0.03% -18 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 118 $23K <0.01% +11 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 112 $22.2K 0.01% -199 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 111 $22K <0.01% -439 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 108 $21.4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 108 $21.4K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 101 $20K <0.01% -6 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 101 $20K <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $19.8K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $19.8K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 86 $17K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 85 $16.8K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 84 $16.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 87 $16.1K <0.01% +39 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 81 $16K <0.01% -1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 83 $16K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 80 $15.8K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 80 $15.8K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 79 $15.6K 0.01% +51 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 76 $15.1K <0.01% -97 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 79 $15K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 73 $14.5K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 73 $14.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 67 $13.3K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 61 $12.2K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 59 $11.7K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 55 $10.9K 0.01% -9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $10.7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 48 $10K <0.01% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 50 $9.9K <0.01% +50 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 41 $8.12K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 36 $7.13K <0.01% -17 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36 $7.13K <0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35 $6.93K <0.01% +25 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 35 $6.93K 0.04% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 32 $6.4K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 29 $5.74K <0.01% -55 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 29 $5.74K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 28 $5.54K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 27 $5.35K <0.01% -145 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 29 $5K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 23 $4.57K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $4.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $4.22K <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $4.16K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $4.16K <0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 75 $3.96K <0.01% +53 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 20 $3.96K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $3.8K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $3.56K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $3.54K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $3.17K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $2.99K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15 $2.97K <0.01% +5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14 $2.77K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14 $2.77K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13 $2.58K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $2.57K <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $2.38K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10 $2.25K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $1.99K <0.01% 0 13F-HR/A Timeline