PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,873 $65.8K <0.01% +704 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,329 $53.4K <0.01% +695 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,163 $50K <0.01% +924 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,181 $50K <0.01% +877 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,995 $45.7K 0.01% +1,994 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,979 $45.4K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,794 $41.1K <0.01% +978 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,521 $34.9K <0.01% -59,748 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,477 $33.9K <0.01% +115 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,391 $31.9K <0.01% +780 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,344 $31K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,335 $31K <0.01% +923 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,317 $30.2K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,306 $29.9K <0.01% +3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,300 $29.8K <0.01% -800 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,267 $29K 0.01% +301 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,264 $29K <0.01% +522 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,066 $24.4K <0.01% +446 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $22.9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 911 $20.9K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 892 $20.4K <0.01% -17 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 781 $17.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 771 $17.7K <0.01% -4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 598 $13.5K <0.01% +427 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 561 $12.9K <0.01% +216 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 542 $12.4K <0.01% +318 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 535 $12K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 502 $11.5K <0.01% +152 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 400 $9.17K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 371 $8.5K <0.01% +333 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 328 $8.38K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 364 $8.34K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 322 $7.38K <0.01% -31 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 311 $7.13K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 302 $6.92K <0.01% -1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 285 $6.57K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 280 $6.42K <0.01% +23 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 239 $5.48K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 233 $5.34K <0.01% -220 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 183 $4.19K <0.01% +130 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 205 $4K <0.01% -23 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 164 $3.76K <0.01% +64 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 150 $3.44K <0.01% -2,579 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 142 $3.25K <0.01% +90 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 135 $3.1K <0.01% +68 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 135 $3.09K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 123 $2.82K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 121 $2.77K <0.01% +13 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 120 $2.75K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 114 $2.61K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 109 $2.5K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 102 $2.34K <0.01% 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 91 $2.09K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 88 $2K <0.01% -699 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 71 $1.63K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 67 $1.54K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 64 $1.47K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 57 $1.31K <0.01% -43 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $1.17K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 44 $1.01K <0.01% -69 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $948 <0.01% -156 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 39 $894 <0.01% +19 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 38 $872 <0.01% +24 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 36 $826 <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $688 <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $665 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 25 $573 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 23 $527 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $459 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 20 $458 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 19 $435 <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 19 $433 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $389 <0.01% +9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $344 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $276 <0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12 $275 <0.01% new 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11 $252 <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $183 <0.01% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $160 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $138 <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $115 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $115 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $92 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $26 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $23 <0.01% 0 13F-HR Timeline Group