Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $21.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 943 $20K 0.01% -324 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 893 $18.9K <0.01% +1 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 872 $18.5K <0.01% -605 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 832 $17.6K <0.01% -1,349 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) 763 $16.2K <0.01% -2,414 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 710 $15K <0.01% +149 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 684 $14.5K <0.01% -227 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 563 $12K <0.01% -772 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 530 $11.3K <0.01% -861 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 531 $11.2K <0.01% -240 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 530 $11.2K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 528 $11.2K <0.01% +461 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 490 $10.4K <0.01% +126 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 486 $10.3K <0.01% -580 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 411 $8.71K <0.01% -1,568 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $8.47K <0.01% new 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 400 $8.47K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 310 $6.57K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 302 $6.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 299 $6.33K <0.01% -203 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 285 $6.03K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 261 $5.53K <0.01% +28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 223 $4.72K <0.01% +200 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 210 $4.45K <0.01% +46 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 207 $4.39K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 175 $3.71K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 164 $3.47K <0.01% -116 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 147 $3.11K <0.01% +12 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 140 $2.96K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 108 $2.29K <0.01% -27 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 104 $2.2K <0.01% -1,213 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 98 $2.08K <0.01% +34 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 79 $1.67K <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 75 $1.59K <0.01% -39 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 75 $1.59K <0.01% +60 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 69 $1.46K <0.01% -473 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64 $1.36K <0.01% -78 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 57 $1.21K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 55 $1.17K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 49 $1.04K <0.01% -549 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45 $953 <0.01% -57 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 39 $827 <0.01% +3 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 37 $784 <0.01% -1,958 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 34 $720 <0.01% -17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $699 <0.01% -88 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 32 $678 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $635 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 26 $550 <0.01% +9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25 $530 <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $487 <0.01% -34 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 19 $402 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 18 $381 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $339 <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $322 <0.01% -26 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15 $318 <0.01% -307 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $254 <0.01% -32 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8 $170 <0.01% -83 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $169 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8 $166 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $24 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $21 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $21 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $21 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $0 0% -160 13F-HR Timeline Value filed as zero, left out of ratios.