DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,060 $205K 0.04% -414 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,059 $205K 0.05% -24 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,040 $204K 0.01% +186 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,035 $204K 0.06% +135 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,030 $203K 0.01% +35 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 3,017 $202K 0.12% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 3,017 $202K 0.14% -22,378 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,010 $202K 0.08% +265 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,000 $201K 0.12% -40 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,000 $201K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,000 $201K 0.06% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,998 $201K 0.01% -100 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,989 $200K 0.01% -1,713 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,988 $200K 0.09% -172 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,984 $200K 0.11% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,880 $193K 0.05% +291 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,834 $190K 0.04% +28 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,830 $190K 0.01% +15 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,800 $188K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,755 $185K 0.12% +104 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,726 $183K 0.01% -1,352 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,693 $181K 0.12% -2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,691 $180K 0.02% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,355 $179K 0.12% -784 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,660 $178K 0.11% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,599 $174K <0.01% -1,509 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,549 $171K <0.01% -80 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,533 $170K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,456 $165K 0.46% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,337 $157K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,225 $149K 0.05% +100 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,200 $148K 0.11% -161,304 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,191 $147K 0.01% +411 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,151 $144K 0.08% +296 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,135 $143K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,099 $141K <0.01% +277 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,991 $134K 0.03% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,987 $133K 0.53% +147 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,919 $129K 0.01% +1,703 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,883 $126K 0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,833 $123K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,799 $121K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,796 $120K 0.03% -128 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,790 $120K <0.01% -1,081 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,762 $118K 0.01% -290 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,734 $116K 0.06% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,740 $116K 0.03% -4 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,712 $115K <0.01% -54 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,708 $115K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,699 $114K <0.01% -53 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,685 $113K 0.02% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,656 $111K 0.09% +120 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,642 $110K 0.05% -2,719 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Sava Infond d.o.o. 1,500 $101K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,488 $99.8K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,485 $99.6K 0.01% +38 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,468 $98.4K 0.04% -95 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,300 $97.5K 0.12% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,453 $97.4K 0.01% -200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,452 $97.4K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,425 $95.6K 0.04% -92 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,387 $93K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,378 $92.4K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,350 $90.5K 0.02% +510 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,349 $90.5K 0.01% +40 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,185 $89.8K <0.01% +168 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,277 $85.6K 0.02% -302 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 1,268 $85K 0.06% -50 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,260 $84.5K 0.01% -246 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,255 $84.2K 0.01% +200 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,250 $83.8K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,200 $80.5K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,194 $80.1K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,190 $79.8K 0.03% +80 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,106 $74.2K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,105 $74.1K 0.02% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,095 $73.4K 0.04% -227 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,057 $70.9K 0.03% -4,868 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,052 $70.5K 0.03% -51 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,026 $68.8K <0.01% +350 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,008 $67.6K 0.06% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,001 $67.1K 0.01% +20 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $67.1K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,000 $67.1K 0.01% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 990 $66.4K 0.03% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 980 $65.7K 0.02% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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