EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,837 $266K <0.01% -208 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,833 $265K 0.01% +41 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,832 $265K 0.04% +23 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,826 $264K 0.01% +27 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,816 $263K <0.01% new 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,814 $263K 0.07% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,829 $262K <0.01% +101 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,809 $262K 0.02% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,801 $261K 0.04% -370 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,794 $260K 0.01% +1,615 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,791 $259K <0.01% +35 13F-HR/A Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,777 $257K 0.18% +154 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,770 $256K 0.08% -360 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,770 $256K 0.04% +569 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,766 $256K 0.01% -774 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,746 $253K <0.01% -1,236 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,737 $252K 0.01% -1,758 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,734 $251K <0.01% -281 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,733 $251K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,716 $248K 0.01% +138 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,698 $246K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,689 $245K 0.04% -161 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,672 $242K <0.01% +344 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 1,662 $241K 0.19% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,660 $240K 0.06% -3,337 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,658 $240K 0.01% +994 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,653 $239K 0.03% -169 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,638 $237K 0.02% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,651 $237K <0.01% +1,621 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,626 $235K 0.04% -64 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,619 $234K 0.01% -4,029 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,631 $234K 0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,614 $234K 0.01% +106 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,611 $233K 0.01% -361 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 1,600 $232K 0.21% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,586 $230K 0.12% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,585 $229K 0.14% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,585 $229K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,573 $228K 0.01% -44 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,565 $227K 0.04% new 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,563 $225K 0.05% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,552 $225K 0.01% -14,582 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,527 $221K 0.01% -337 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,526 $221K 0.03% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,522 $220K 0.05% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,369 $220K 0.01% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,510 $219K 0.01% -324 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 1,507 $218K 0.01% -61 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,732 $218K <0.01% +503 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,493 $216K <0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,474 $213K 0.01% -13,013 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,470 $213K <0.01% -1,090 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,469 $213K 0.02% -251 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,455 $211K 0.01% +113 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,452 $210K 0.01% +42 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,450 $210K 0.01% -122 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,448 $210K 0.03% -5 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,445 $209K 0.06% -3 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,441 $209K 0.01% +117 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,430 $207K <0.01% -222 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,425 $206K 0.07% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,414 $205K <0.01% +10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,404 $203K <0.01% +373 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $203K <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,401 $203K <0.01% -767 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,398 $202K 0.03% -1 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,396 $202K 0.19% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,393 $202K <0.01% -32 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,388 $201K <0.01% -297 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,387 $201K 0.02% +16 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,372 $199K 0.02% +52 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,348 $195K <0.01% +215 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,250 $181K <0.01% +750 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,248 $181K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,234 $179K <0.01% +218 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,200 $174K 0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,063 $154K 0.1% -10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,024 $148K <0.01% +30 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 980 $142K 0.07% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 975 $141K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 954 $138K 0.01% -855 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 939 $136K 0.02% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 920 $133K 0.03% +7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 779 $113K 0.01% +54 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 761 $110K <0.01% -17 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 732 $106K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 723 $105K 0.02% +2 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 719 $104K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 694 $100K <0.01% -53 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 693 $100K <0.01% -19 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 680 $98.5K <0.01% +13 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 670 $97K 0.01% +104 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 633 $91.7K <0.01% +72 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 621 $90K 0.04% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 607 $87.9K 0.01% -1,386 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 597 $86.4K 0.01% -44 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 583 $84.4K <0.01% -720 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 560 $81.1K <0.01% new 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 547 $79.2K 0.02% -149 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 541 $78.4K 0.07% -727 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 531 $77K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 529 $76.6K 0.03% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 500 $72.4K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 496 $71.8K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 484 $69.4K 0.04% -54 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 479 $69.3K <0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 450 $65.2K <0.01% -25 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 452 $65K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 437 $63.3K 0.01% -2,231 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 425 $61.6K <0.01% -1,053 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 413 $59.8K <0.01% -84 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 404 $58.5K <0.01% +76 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 388 $56.2K 0.01% -28 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 347 $55.1K 0.01% +19 13F-HR Timeline Trust Co More: the full row for Trust Co 379 $54.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 379 $54.8K <0.01% +2 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 362 $52.4K <0.01% -1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 360 $52.1K 0.02% +168 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 342 $50.6K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 331 $48K <0.01% -42 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 325 $47.1K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 318 $46K 0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 315 $45.6K 0.03% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 280 $40.5K 0.01% -20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 275 $39.8K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $39.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 258 $37.4K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 258 $37.4K <0.01% +228 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 257 $37K 0.03% -226 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 220 $31.9K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 208 $30.1K <0.01% -2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 199 $28.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 187 $26.6K <0.01% -65 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 174 $25K <0.01% -7 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 165 $23.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 161 $23.3K <0.01% -21 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 157 $22.7K 0.01% +29 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 153 $22.2K <0.01% -10 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 149 $22K <0.01% +15 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 154 $21.9K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 149 $21.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 144 $20.9K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 131 $19K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 126 $18.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 124 $18.1K <0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 120 $17K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 117 $16.9K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 116 $16.8K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 115 $16.7K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 114 $16.5K <0.01% +97 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 111 $16.1K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 109 $15.8K <0.01% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 111 $15.7K <0.01% -21 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 102 $14.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 98 $14.2K 0.01% +14 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 94 $13.6K 0.01% +50 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 88 $12.7K <0.01% -157 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 86 $12.5K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 82 $11.9K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 82 $11.9K 0.01% -229 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 81 $11.7K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 81 $11.7K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 80 $11.6K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 78 $11.3K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 78 $11.3K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75 $10.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 75 $10.9K <0.01% -45 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 75 $10.9K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 74 $10.7K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 73 $10.6K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 73 $10.6K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 68 $9.85K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 68 $9.75K <0.01% -97 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 66 $9.56K 0.06% 0 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 64 $9.27K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 63 $9.12K <0.01% +17 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 63 $9.12K <0.01% +47 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 63 $9K <0.01% +9 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 62 $8.98K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 62 $8.98K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $8.98K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 62 $8.98K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61 $8.83K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 60 $8.65K <0.01% +41 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 61 $8.65K <0.01% -138 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 58 $8.4K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 57 $8.25K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 52 $8.23K <0.01% -5,277 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 57 $8.22K <0.01% new 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 56 $8.11K <0.01% new 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 55 $7.96K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 52 $7.53K <0.01% -21 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 52 $7.47K <0.01% -399 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 51 $7.38K <0.01% +42 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 49 $7.13K <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 48 $6.95K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 47 $6.8K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 44 $6.38K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 44 $6.37K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 41 $5.94K <0.01% new 13F-HR Timeline