ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,204 $275K 0.01% -1 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,200 $274K 0.01% -10 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,200 $274K 0.02% -51 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,193 $273K <0.01% new 13F-HR/A Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,165 $272K 0.06% +40 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,190 $272K 0.02% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,189 $272K 0.02% +84 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,181 $270K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,176 $270K 0.03% +312 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,180 $270K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,170 $267K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,060 $267K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,110 $267K 0.03% +11 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,167 $267K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,157 $265K 0.07% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,154 $264K <0.01% +34 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,126 $263K 0.26% +1 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,149 $263K <0.01% new 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,137 $260K <0.01% +365 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,136 $260K 0.04% +28 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,126 $257K <0.01% -52 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,125 $257K 0.06% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,124 $257K 0.02% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,123 $257K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,123 $257K 0.02% 0 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,120 $256K 0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,089 $250K 0.01% +165 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,089 $249K 0.03% -6,581 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,086 $248K 0.1% -4,638 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,076 $246K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,071 $245K 0.02% +4 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,071 $245K 0.06% -225 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,063 $243K 0.03% +2 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,053 $241K 0.11% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,050 $240K 0.05% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,044 $239K 0.02% -84 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,043 $239K 0.01% -3 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,040 $238K 0.02% +2 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,030 $236K <0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,030 $236K 0.02% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,029 $235K 0.11% -1,115 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,022 $234K 0.02% 0 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 1,016 $232K 0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,015 $232K 0.01% -1 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,012 $231K 0.09% -480 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,008 $231K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,005 $230K 0.02% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,000 $229K 0.02% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,000 $229K 0.01% 0 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 986 $225K 0.2% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 978 $224K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 978 $224K <0.01% new 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 977 $224K 0.01% +21 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 963 $220K 0.02% new 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 930 $213K 0.13% 0 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 920 $210K <0.01% -1,638 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 918 $210K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 917 $210K <0.01% +77 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 913 $209K 0.04% -47 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 911 $208K 0.06% +68 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 876 $208K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 907 $207K 0.02% -10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 905 $207K 0.01% -112 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 900 $206K <0.01% +45 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 893 $204K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 892 $204K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 890 $204K 0.01% -29 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 888 $203K 0.06% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 888 $203K <0.01% +99 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 860 $197K 0.25% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 838 $192K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 817 $187K 0.02% -1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 809 $185K 0.06% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 800 $183K 0.07% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 800 $183K 0.46% 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 750 $172K 0.11% +403 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 674 $167K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 717 $164K 0.02% +211 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 707 $162K <0.01% +6 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 704 $160K 0.01% +200 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 659 $151K 0.01% -9 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 640 $146K 0.06% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 626 $143K 0.05% -384 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 601 $137K <0.01% -3 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 593 $136K <0.01% +439 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 588 $134K 0.01% +12 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 582 $133K <0.01% +196 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 529 $129K 0.01% new 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 548 $125K 0.06% -89 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 545 $125K 0.01% +204 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 539 $123K 0.02% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 515 $118K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 513 $117K <0.01% +26 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 508 $116K 0.09% 13F-HR/A Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 500 $114K 0.02% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 450 $110K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 459 $105K 0.02% +183 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 452 $103K <0.01% -522 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 450 $103K 0.01% +10 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 450 $103K 0.06% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 430 $98.3K 0.03% -26 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 428 $97.9K <0.01% new 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 428 $97.9K 0.06% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 407 $93.1K 0.01% +12 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 400 $92K 0.06% -51 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 400 $91.5K 0.03% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 384 $87K <0.01% +372 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 373 $85.3K <0.01% +101 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 345 $85.3K <0.01% +19 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $83K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 360 $82.3K 0.05% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 323 $73.9K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 317 $72.4K 0.05% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 314 $71.8K <0.01% +37 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 300 $68.6K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 295 $67.5K <0.01% +19 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 293 $67K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 293 $67K <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 270 $61.7K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 256 $58.6K <0.01% -31 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 255 $58.2K 0.02% +140 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 247 $56.5K <0.01% -2,218 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 238 $54.4K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 225 $51.5K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 219 $50.3K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 215 $49.2K 0.01% -4 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 214 $48.9K 0.04% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 210 $48K 0.01% +171 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 204 $47K <0.01% -13,480 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 204 $47K 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. 205 $46.9K <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 201 $46K 0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $45.7K <0.01% -12 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 200 $45.7K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 200 $45.5K 0.05% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 196 $44K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 192 $43.9K 0.01% 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 185 $42.5K 0.01% +175 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 183 $41.9K <0.01% -53 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 174 $39.8K <0.01% +27 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 173 $39K 0.03% +9 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 175 $38.6K <0.01% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 166 $38K <0.01% -134 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 165 $37.7K <0.01% +150 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 164 $37.5K 0.01% -6 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 160 $37K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 161 $36.8K 0.01% +28 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 145 $33.2K <0.01% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 140 $32.2K <0.01% +6 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 134 $30.6K 0.01% -25 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 133 $30.4K 0.01% -19 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 131 $30K <0.01% -46 13F-HR Timeline Quarry LP More: the full row for Quarry LP 129 $29.5K 0.01% -290 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 127 $29K <0.01% +125 13F-HR Timeline Group Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 116 $26.5K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 109 $24.9K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 106 $24.2K 0.02% 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 104 $24K <0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 103 $23.5K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 102 $23.3K 0.02% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 93 $21.3K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 87 $19.9K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $19.7K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 84 $19.2K <0.01% -32 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 80 $18.3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 82 $18K <0.01% +14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 76 $17.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 76 $17.4K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 75 $17.2K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 74 $16.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 68 $15.6K <0.01% +56 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 65 $14.8K <0.01% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 60 $13.8K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 56 $12.8K <0.01% +12 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 55 $12.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 54 $12.3K 0.01% +16 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 53 $12K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51 $11.7K <0.01% -1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50 $11.4K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 50 $11.4K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 50 $11.4K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46 $10.5K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $10.5K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 45 $10.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $9.83K <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 40 $9.18K <0.01% +3 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 40 $9.15K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $9.15K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 38 $8.72K <0.01% +7 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 36 $8.23K <0.01% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 34 $7.78K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $7.55K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33 $7.55K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 32 $7.32K <0.01% -105 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 32 $7.32K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $7K <0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 30 $6.86K <0.01% +16 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30 $6.86K <0.01% -36 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $6.86K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 28 $6.4K 0.01% new 13F-HR Timeline