Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 13,440 $197K 0.06% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,303 $195K 0.01% -200 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,237 $194K 0.01% -1,917 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,231 $194K <0.01% +95 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 12,925 $190K <0.01% +14 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 12,900 $189K <0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,878 $189K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,844 $189K <0.01% +1,054 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,707 $187K 0.08% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,652 $186K <0.01% -2,728 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 12,421 $182K 0.11% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 12,021 $176K <0.01% +1,662 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,810 $173K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,738 $172K <0.01% +17 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 11,679 $171K <0.01% +3,917 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,504 $169K 0.02% -410 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,487 $169K <0.01% -2,986 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 11,378 $167K 0.05% -153 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,361 $167K 0.02% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,116 $163K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,932 $160K 0.02% -133 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,874 $160K 0.01% +780 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,871 $160K <0.01% +1,835 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 10,869 $160K 0.01% -5,028 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,839 $159K <0.01% -130 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,816 $159K <0.01% -1,563 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,814 $159K 0.01% +302 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 10,693 $157K 0.03% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,363 $152K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,335 $152K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,269 $151K <0.01% -390 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,257 $151K <0.01% +164 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,189 $150K 0.08% -65 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,178 $149K <0.01% -282 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 10,134 $149K 0.02% -535 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,116 $149K 0.03% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,000 $147K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,458 $139K 0.01% -637 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,180 $135K 0.01% +1,927 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,077 $133K <0.01% -73 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,628 $126K <0.01% 0 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 9,934 $124K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,425 $124K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,240 $121K <0.01% -190 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,524 $110K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 7,000 $103K 0.06% -25 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/ 6,833 $100K <0.01% -401 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,525 $95.8K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,423 $94.3K <0.01% +1,600 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,400 $93.9K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,107 $93K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,273 $92.1K 0.01% +100 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,817 $85.4K <0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,792 $85K <0.01% +618 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,749 $84.4K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,659 $83.1K 0.01% -855 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,593 $82.1K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,579 $81.9K 0.01% -31 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,479 $80K <0.01% +629 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,330 $78.2K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,290 $77.7K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,068 $74.4K 0.02% +5,067 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,004 $73.5K <0.01% +1,053 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,975 $73K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,738 $69.6K <0.01% -1,848 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,686 $68.8K <0.01% +2,182 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 4,505 $66.1K 0.02% +79 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4,420 $64.9K 0.05% new 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 4,400 $64.6K 0.04% -600 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,326 $63.5K <0.01% -134 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,105 $60.3K 0.03% +806 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,153 $60K <0.01% +47 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,024 $59.1K <0.01% +12 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,000 $58.7K 0.02% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,644 $53.5K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,475 $51K <0.01% -100 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,390 $49.8K <0.01% +1,431 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,349 $49.2K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,139 $47.9K <0.01% +1,315 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,251 $47.7K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,203 $47K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,219 $47K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,179 $46.7K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,110 $45.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,083 $45.3K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,000 $44K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,982 $43.8K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,964 $43.5K <0.01% -40 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,808 $41.2K 0.02% +8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,688 $39.5K 0.03% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,624 $38.5K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,621 $38.5K 0.03% -638 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,861 $37.8K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,538 $37.3K <0.01% -1,100 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,481 $36.4K <0.01% -20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,451 $36K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,330 $34.2K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,330 $34.2K 0.01% -200 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,228 $32.7K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,217 $32.5K <0.01% -23 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,123 $31K <0.01% +1,580 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,072 $30.4K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,059 $30.2K 0.01% +205 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,013 $30K <0.01% +543 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,025 $29.7K <0.01% -4,136 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,025 $29.7K <0.01% -3,839 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,014 $29.6K <0.01% +326 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,893 $27.8K <0.01% +106 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,880 $27.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,870 $27.5K <0.01% +21 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,386 $27.3K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,812 $27K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,837 $27K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,796 $26.4K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,620 $24.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,630 $23.9K <0.01% -2,092 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,615 $23.7K <0.01% -900 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 1,614 $23.7K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,578 $23.2K 0.01% +30 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,526 $22.4K 0.01% -1,600 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,511 $22.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,620 $22.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,504 $22.1K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,500 $22K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,500 $21.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,486 $21.8K <0.01% -5,558 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,430 $21K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,375 $20.2K <0.01% +31 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,325 $19.5K <0.01% +1,000 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,319 $19.4K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,283 $19K <0.01% +14 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,288 $18.9K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,196 $18.2K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,215 $17.8K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,175 $17.2K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,175 $17.2K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,170 $17.2K <0.01% +615 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,150 $16.9K <0.01% +50 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,113 $16.3K <0.01% -97 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,102 $16.2K 0.01% +1,000 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,086 $15.9K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,007 $14.8K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,000 $14.7K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,000 $14.7K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,006 $14K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 967 $14K <0.01% +411 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 938 $13.8K 0.01% -23 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 910 $13.4K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 902 $13.2K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 885 $13K <0.01% +88 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 873 $12.8K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 864 $12.7K <0.01% -50 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 860 $12.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 819 $12K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 815 $12K <0.01% -66 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 813 $11.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 800 $11.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 768 $11.3K <0.01% -255 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 747 $11K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 705 $10.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 696 $10.2K <0.01% -5,908 13F-HR/A Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 695 $10.2K <0.01% -200 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 678 $9.95K 0.01% +49 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 675 $9.91K <0.01% -17 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 661 $9.7K <0.01% -52 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 651 $9.56K <0.01% +23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 623 $9.15K <0.01% -452 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 611 $9K <0.01% 0 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 613 $9K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 600 $8.81K <0.01% -100 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 600 $8.81K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 557 $8.18K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 552 $8.1K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 550 $8.07K <0.01% +50 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 550 $8.07K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 597 $8K 0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 530 $7.78K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 522 $7.66K <0.01% +31 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 520 $7.63K <0.01% -81 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 516 $7.58K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $7.34K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 500 $7.34K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 500 $7.34K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 479 $7.03K <0.01% +42 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 456 $6.7K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 450 $6.61K <0.01% +250 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 450 $6.61K <0.01% +200 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 445 $6.53K <0.01% +35 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 436 $6.4K <0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 434 $6.37K <0.01% -390 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 427 $6.27K <0.01% +117 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 465 $6.04K <0.01% new 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 410 $6.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 450 $6K <0.01% -300 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 440 $6K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 400 $5.87K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15 $5.87K <0.01% -485 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 364 $5.34K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 350 $5.14K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 350 $5.14K <0.01% 0 13F-HR Timeline