MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,709 $410K <0.01% -47,724 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,683 $408K <0.01% +434 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,661 $406K <0.01% +2,104 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,594 $400K 0.19% +1,527 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,552 $397K 0.09% -8 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,540 $395K 0.02% -1,332 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,509 $393K 0.01% -4,263 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,489 $391K <0.01% +948 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,408 $384K 0.02% +1,430 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,395 $383K <0.01% -4,824 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,379 $381K <0.01% -849 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,349 $379K 0.01% -100 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,178 $378K 0.01% +279 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,332 $377K 0.11% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,300 $375K 0.06% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,230 $368K <0.01% -114 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,193 $365K 0.09% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,139 $361K 0.02% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,133 $360K -1,108 Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,126 $359K 0.11% +1,655 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,124 $359K 0.05% -182 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,088 $356K 0.01% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,080 $355K 0.04% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,067 $354K <0.01% +626 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,026 $351K 0.01% -1,736 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,968 $346K 0.02% -1,675 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,930 $342K 0.02% -153 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,928 $342K 0.01% +115 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,881 $338K 0.04% +1,393 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,818 $332K 0.01% -14,743 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,803 $331K 0.01% +1,491 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,741 $326K 0.01% -258 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,736 $325K <0.01% -154 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,718 $324K 0.1% +170 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,706 $323K 0.13% -13 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,613 $315K -6,875 Timeline Vestcor Inc More: the full row for Vestcor Inc 3,602 $314K 0.01% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,600 $313K 0.03% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,566 $311K <0.01% -2,719 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,547 $309K <0.01% +1,586 13F-HR Timeline Group SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,511 $306K 0.13% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,505 $305K 0.11% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,502 $305K <0.01% +271 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,500 $305K 0.28% +3,200 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,448 $300K 0.08% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,442 $300K 0.29% -300 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,422 $298K 0.01% +8 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,400 $296K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,308 $288K 0.01% -362 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,254 $284K <0.01% +773 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,256 $284K 0.12% -265 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,241 $282K 0.07% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,215 $280K 0.01% +880 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,205 $279K <0.01% +1,149 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 3,168 $276K 0.01% -11,765 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,115 $271K 0.25% +29 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,107 $271K 0.03% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,072 $268K <0.01% +19 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,062 $267K 0.02% +554 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,987 $260K -3,409 Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,978 $259K 0.12% -200 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,973 $259K 0.04% +2,312 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,961 $258K <0.01% -626 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,948 $257K 0.04% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,943 $256K 0.21% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,929 $255K 0.18% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,901 $253K 0.02% +417 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,898 $252K 0.1% 13F-HR/A Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,887 $251K 0.17% -3,277 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,885 $251K 0.01% +1,151 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,389 $249K <0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,805 $244K 0.02% -217 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,734 $238K 0.15% -491 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,719 $237K <0.01% -482,948 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,676 $233K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,657 $231K <0.01% +209 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,655 $231K -39 Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,626 $229K <0.01% -172 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,623 $229K 0.06% +18 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,581 $225K <0.01% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,577 $224K <0.01% -2 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,541 $221K 0.09% -502 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,541 $221K 0.13% -56 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,716 $220K <0.01% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,511 $219K 0.03% -807 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,447 $213K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,440 $213K 0.05% -100 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,427 $211K 0.04% +238 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,399 $209K 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,385 $208K 0.04% -44 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,375 $207K <0.01% 0 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,375 $207K 0.01% +418 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,460 $207K 0.01% -429 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,296 $206K 0.04% -70 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,352 $205K <0.01% +124 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,351 $205K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,334 $203K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,324 $202K <0.01% -107 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,321 $202K <0.01% -577 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,295 $200K <0.01% +186 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,274 $198K <0.01% -74 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,355 $198K 0.01% +73 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,270 $198K 0.01% -1,548 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,117 $184K 0.02% -1,736 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,074 $180K <0.01% -378 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,019 $176K <0.01% +1,117 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,000 $168K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,894 $165K <0.01% -503 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,841 $160K <0.01% -4,836 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,728 $151K 0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,626 $142K <0.01% -26,419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 1,540 $134K <0.01% +209 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,524 $133K 0.01% +353 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,494 $130K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,439 $125K <0.01% +77 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,416 $123K <0.01% +6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,376 $120K <0.01% -196 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,375 $120K <0.01% +89 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,320 $115K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,255 $109K <0.01% +163 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,036 $90.2K 0.04% +2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,010 $88K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $87.1K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,000 $87.1K 0.06% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 775 $67.5K 0.01% +94 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 740 $64K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 730 $63.6K <0.01% -66 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 717 $62.5K <0.01% -91 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 662 $57.7K <0.01% -166 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 660 $57.5K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 659 $57.4K <0.01% -45 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 658 $57.3K 0.01% -359 13F-HR Timeline Quarry LP More: the full row for Quarry LP 596 $51.9K 0.01% +536 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 563 $49K <0.01% -2,330 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 534 $46.5K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 526 $45.8K 0.05% +150 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 524 $45.6K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 516 $45K <0.01% +383 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 489 $42.4K <0.01% -83 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 463 $40.3K 0.01% -7 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 451 $39.2K <0.01% -186 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 449 $39.1K <0.01% -56 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 450 $39K 0.03% -30 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 429 $37.4K <0.01% +25 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 423 $36.8K 0.02% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 400 $34.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 363 $31.6K <0.01% -1,469 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 360 $31.4K <0.01% +33 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 354 $30.8K <0.01% -1,510 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 342 $29.8K 0.02% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 323 $28.1K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 314 $27.4K 0.01% +34 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 310 $27K <0.01% +16 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $26.1K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 272 $23.7K 0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 263 $22.9K <0.01% -216 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 254 $22.1K <0.01% -226 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 250 $21.8K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 246 $21.4K <0.01% -412 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 245 $21K 0.01% +88 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 228 $19.9K <0.01% -63 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 216 $18.8K <0.01% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 209 $18.2K <0.01% +192 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 207 $18K <0.01% -45 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 205 $17.9K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 201 $17.5K <0.01% +7 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $17.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 198 $17.2K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 196 $17.1K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 190 $16.6K <0.01% +23 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 188 $16.4K <0.01% -71 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 175 $15.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 155 $13.5K <0.01% -499 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 152 $13.2K <0.01% +21 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $13.1K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $13.1K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 150 $13.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 148 $12.9K <0.01% -28 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 142 $12.4K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 137 $11.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 128 $11.2K <0.01% 0 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 125 $10.9K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 124 $10.8K <0.01% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 122 $10.7K <0.01% -831 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 122 $10.6K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 119 $10.4K <0.01% +110 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $9.93K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 113 $9.84K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 108 $9.41K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 106 $9.23K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 106 $9.11K <0.01% -201 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 101 $8.8K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 100 $8.71K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 99 $8.62K <0.01% +92 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 95 $8.28K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 92 $8.01K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 91 $7.93K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. 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