WealthCollab, LLC More: the full row for WealthCollab, LLC 1,000 $26.1K 0.01% +200 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 996 $26K 0.01% -100 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 976 $25.5K <0.01% +776 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 917 $24K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 900 $23.5K 0.02% -1,600 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 808 $21.1K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 798 $20.9K 0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 767 $20.1K 0.01% 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 745 $19.5K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 739 $19.3K <0.01% +322 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 708 $18.5K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 668 $17K 0.01% +34 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 650 $17K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 600 $15.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 600 $15.7K <0.01% +400 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 535 $14K <0.01% +355 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 525 $13.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 501 $13.2K <0.01% +288 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 502 $13.1K <0.01% -425 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $13.1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $13.1K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 480 $12.6K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 474 $12.4K 0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 449 $11.7K <0.01% +38 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 430 $11.2K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 425 $11.1K 0.01% -15 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 420 $11K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 410 $10.7K <0.01% +185 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 403 $10.5K <0.01% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 400 $10.5K 0.01% +300 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 351 $9.18K <0.01% +323 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 340 $8.89K <0.01% -114 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 325 $8.5K <0.01% +109 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 313 $8.19K <0.01% +261 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 313 $8.18K 0.01% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 306 $8K <0.01% +100 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 300 $7.84K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 300 $7.84K <0.01% -300 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 299 $7.82K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 288 $7.53K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 277 $7.24K <0.01% -626 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 274 $7.17K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 268 $7.01K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 266 $6.96K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 250 $6.54K <0.01% -250 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 245 $6.41K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 200 $5.62K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 205 $5.36K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $5.23K <0.01% +150 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $5.23K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 200 $5.23K 0.01% -800 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $5.23K <0.01% -1,400 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 197 $5.15K <0.01% +192 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 192 $5.02K <0.01% +10 13F-HR Timeline CX Institutional More: the full row for CX Institutional 200 $5K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $5K <0.01% +100 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 180 $4.71K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 173 $4.52K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 171 $4.47K <0.01% -165 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 162 $4.24K <0.01% -9 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 144 $3.77K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 144 $3.77K <0.01% -49 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 142 $3.71K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 142 $3.71K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $2.62K <0.01% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $2.62K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 100 $2.62K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $2.62K <0.01% -100 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 99 $2.59K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 92 $2.41K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 70 $1.83K <0.01% +29 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 65 $1.7K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 61 $1.59K <0.01% +31 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 60 $1.57K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 59 $1.54K <0.01% 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 50 $1.31K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $1.31K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 50 $1.31K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 50 $1.31K <0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 50 $1.31K <0.01% -50 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 60 $1.24K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 43 $1.12K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 41 $1.07K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 50 $1K <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 37 $968 <0.01% +19 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 35 $915 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 30 $786 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $759 <0.01% -71 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 28 $732 <0.01% +25 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 27 $706 <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 24 $628 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 20 $523 <0.01% +11 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 17 $445 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 13 $340 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12 $314 <0.01% 0 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $262 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $262 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8 $209 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $163 <0.01% new 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 2 $52 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $26 <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.