HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,285 $240K 0.07% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,284 $239K 0.05% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,285 $239K <0.01% -20 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,282 $239K 0.03% -491 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,280 $239K <0.01% -2 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,274 $237K 0.01% -287 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,273 $237K 0.01% -899 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,267 $236K 0.04% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,266 $236K 0.02% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,221 $235K 0.13% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,262 $235K 0.05% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,262 $235K 0.04% -2,131 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,259 $235K 0.06% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,260 $235K <0.01% -178 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,254 $234K 0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,204 $234K 0.05% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,250 $233K 0.08% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,250 $233K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,249 $233K 0.01% -2,008 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,248 $233K 0.14% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,243 $232K 0.01% +1 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,242 $232K 0.04% -62 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,235 $230K 0.18% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,235 $230K 0.11% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,230 $229K 0.18% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,228 $229K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,222 $228K 0.14% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,216 $227K 0.12% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,215 $226K 0.09% -418 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,213 $226K 0.01% +52 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,211 $226K 0.11% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,210 $226K 0.01% -195 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,203 $224K 0.07% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,199 $224K 0.03% +64 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,197 $223K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,197 $223K 0.03% -17 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,195 $223K 0.02% -75 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,194 $223K 0.22% +8 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,191 $222K 0.01% +1 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,191 $222K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,190 $222K 0.01% -123 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,189 $222K 0.15% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,182 $220K 0.02% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,181 $220K 0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,180 $220K 0.09% +10 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,177 $219K 0.06% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,177 $219K 0.14% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,175 $219K 0.1% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,173 $219K 0.04% +2 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,168 $218K 0.14% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,166 $217K 0.01% -104,033 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,165 $217K 0.1% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,165 $217K 0.01% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 1,156 $215K 0.01% 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,151 $215K 0.01% -517 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,141 $213K 0.07% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,141 $213K 0.07% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,140 $212K 0.01% -50 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,138 $212K 0.03% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,135 $212K 0.1% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,134 $211K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,133 $211K 0.05% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,132 $211K 0.03% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,130 $211K 0.05% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,123 $209K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,123 $209K 0.05% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,123 $209K 0.08% +10 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,118 $208K 0.02% -636 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,114 $208K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,111 $207K <0.01% -78 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,108 $207K 0.08% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,104 $206K 0.04% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,103 $206K 0.04% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,100 $205K 0.23% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,095 $204K 0.15% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,094 $204K 0.06% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,092 $204K 0.05% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,090 $203K 0.04% new 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,088 $203K 0.06% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,087 $203K 0.02% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,085 $202K 0.04% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,082 $202K <0.01% new 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,080 $201K 0.07% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,075 $200K 0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,075 $200K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,074 $200K 0.01% -3,000 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,077 $200K <0.01% +31 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,060 $198K 0.04% -59 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,041 $196K 0.03% -5 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,044 $195K 0.14% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,040 $194K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,016 $189K 0.02% -235 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,000 $186K 0.11% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 995 $185K 0.05% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 990 $184K <0.01% -509,452 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 982 $183K 0.01% -2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 976 $181K 0.07% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 954 $178K 0.01% new 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 952 $177K 0.13% -21 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 946 $176K 0.04% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 925 $173K <0.01% +196 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 903 $168K 0.06% +43 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 889 $166K 0.03% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,057 $164K 1.83% +378 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 871 $162K 0.01% +184 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 859 $160K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 850 $158K 0.04% +205 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 825 $154K 0.07% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 789 $147K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 785 $146K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 781 $145K 0.08% +327 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 758 $141K 0.01% -1,643 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 751 $140K 0.02% -124 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 739 $138K 0.05% -14 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 698 $130K 0.04% +50 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 697 $130K 0.03% +372 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 696 $130K 0.1% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 695 $130K 0.09% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 663 $124K 0.01% -7 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 647 $121K 0.01% +92 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 641 $119K 0.54% +48 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 638 $119K 0.03% +455 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 635 $118K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 609 $114K 0.02% -608 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 586 $113K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 596 $111K 0.06% +5 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,309 $108K 0.01% +3,807 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 549 $107K 0.01% -45 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 570 $106K 0.02% +19 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 547 $102K 0.01% -56 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 546 $102K 0.08% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 538 $100K 0.09% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 516 $96.2K 0.12% -501 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 513 $95.6K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 506 $94.3K 0.04% -56 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 505 $94.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hemington Wealth Management More: the full row for Hemington Wealth Management 500 $93K 0.01% +13 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 585 $92.9K <0.01% +215 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 485 $91K 0.05% +178 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 481 $89.7K 0.01% +2 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 480 $89.5K 0.07% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 479 $89.3K 0.09% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 457 $85.2K 0.01% +8 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 458 $85K 0.04% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 457 $85K <0.01% -258 13F-HR/A Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $84.4K <0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 447 $83.3K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 438 $81.7K 0.01% -351 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 429 $80K 0.02% +56 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 425 $79.2K 0.02% -2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 421 $78.5K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 417 $77.7K 0.02% -1,051 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 410 $76.4K 0.02% +104 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 410 $76.4K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 408 $76.1K 0.03% +84 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 402 $74.9K 0.03% -111 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 397 $74K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 389 $72.5K 0.01% +48 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 376 $72.4K 0.04% +3 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 377 $70.4K 0.05% -12 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 377 $70.3K 0.05% -85 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 371 $69.2K <0.01% -37 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 364 $67.6K <0.01% -195 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 358 $66.7K 0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 357 $66.6K 0.01% -19 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 356 $66.4K <0.01% 0 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 356 $66.4K <0.01% -86 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 356 $66.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 347 $64.7K 0.01% +3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 335 $62.5K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 325 $60.6K <0.01% -9 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 312 $58.2K <0.01% +206 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 308 $57.4K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 308 $57.4K 0.05% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 300 $55.9K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 295 $55K 0.02% +29 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 286 $53.4K 0.09% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 338 $52.6K 0.03% +2 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 273 $50.9K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 263 $50.3K 0.02% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 269 $50.1K 0.02% +265 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 266 $49.6K 0.02% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 251 $46.8K 0.01% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 248 $46.2K 0.02% -1,669 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 258 $45K 0.04% -154 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 230 $43.2K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 236 $43K 0.01% +23 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 229 $42.7K 0.01% -25 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 222 $41.4K 0.01% +204 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 220 $41K 0.01% 0 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 212 $39.5K 0.01% +5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 209 $39K <0.01% +20 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 208 $38.8K 0.01% +7 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 208 $38.8K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 206 $38.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 203 $37.8K 0.01% -34 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 202 $37.7K 0.01% -6 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 200 $37.3K 0.02% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $37K 0.02% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 191 $35.6K 0.01% -1 13F-HR Timeline