EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,340 $379K 0.03% -3 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 2,330 $377K 0.26% 0 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,316 $375K 0.01% +1,118 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,091 $373K 0.01% +275 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,304 $373K 0.11% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,285 $370K 0.28% -584 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,265 $366K 0.03% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,265 $366K 0.04% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,270 $366K 0.12% +1,236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,257 $365K 0.23% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,254 $365K 0.02% 0 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2,240 $362K 0.33% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,236 $362K 0.02% -98 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,200 $356K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,199 $356K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,192 $355K 0.02% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,160 $349K <0.01% new 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,158 $349K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,158 $349K 0.01% -602 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 2,134 $345K 0.07% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,133 $345K <0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,130 $345K 0.01% -60 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,121 $343K 0.14% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 2,100 $340K 0.29% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,097 $339K 0.22% -195 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,097 $339K 0.01% -13,499 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,091 $338K 0.13% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,079 $336K <0.01% -7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,054 $332K 0.01% +256 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,053 $332K 0.07% -126 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,046 $331K 0.01% +294 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,045 $331K 0.02% +1 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,045 $331K 0.04% +45 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,014 $326K 0.09% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $324K 0.04% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,000 $324K 0.06% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,958 $317K 0.04% +79 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,938 $314K 0.18% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,938 $314K 0.02% +705 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,920 $311K 0.01% +283 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,919 $310K 0.02% +233 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,912 $309K 0.01% -84 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,905 $308K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,893 $306K 0.01% -114 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,883 $305K 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,738 $305K +402 Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,866 $302K 0.08% +30 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,862 $301K 0.03% -232 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,860 $301K 0.01% +100 13F-HR/A Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,846 $299K 0.29% +25 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,832 $296K <0.01% +85 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,828 $296K 0.21% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,821 $295K 0.02% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,819 $294K 0.03% -16 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,812 $293K 0.02% +45 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,796 $291K 0.01% +82 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,780 $288K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,778 $288K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,777 $287K 0.01% -6 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,773 $287K 0.01% -106 13F-HR Timeline Group AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,773 $287K 0.22% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,749 $283K 0.02% -738 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,748 $283K 0.05% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,747 $283K 0.02% +1 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,745 $282K 0.07% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,740 $281K 0.06% +84 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,735 $281K 0.06% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,726 $279K 0.01% -375 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,727 $279K 0.07% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,721 $278K 0.08% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,719 $278K 0.1% +30 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,704 $276K 0.11% 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,701 $275K 0.01% -76 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,689 $273K 0.12% +130 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,680 $272K 0.1% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,679 $272K 0.07% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,678 $271K <0.01% +108 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,666 $270K <0.01% +67 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,641 $265K 0.01% +19 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,624 $263K 0.18% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,603 $259K 0.14% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,599 $259K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,589 $257K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,585 $257K 0.02% +35 13F-HR Timeline Group STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1,583 $256K 0.2% -31 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,580 $256K <0.01% -23,313 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,579 $255K 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,573 $255K <0.01% +372 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,399 $254K 0.15% -29 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,568 $254K <0.01% -531 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,565 $253K 0.03% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,553 $251K 0.05% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,546 $250K 0.14% +1 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,546 $250K 0.02% +4 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,544 $250K 0.04% -11 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,526 $247K 0.06% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,522 $246K <0.01% -54 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,521 $246K 0.01% -3,995 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,517 $245K 0.01% +160 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,511 $244K 0.01% -1,208 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,511 $244K 0.03% +80 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,502 $243K 0.15% -19 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,500 $243K 0.01% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,500 $243K 0.09% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,500 $243K 0.01% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,499 $243K 0.06% -1 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 1,495 $242K <0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,494 $242K 0.08% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,485 $240K 0.01% -62 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,472 $238K 0.02% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,467 $237K 0.02% +8 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,055 $237K 0.06% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,458 $236K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,457 $236K 0.02% +22 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,450 $235K 0.05% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,448 $234K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,438 $233K 0.04% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,439 $233K 0.07% +12 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,436 $232K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,433 $232K 0.04% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,432 $232K <0.01% -252 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,432 $232K 0.01% +48 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,432 $232K 0.01% -3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,426 $231K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,423 $230K 0.02% -302 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,411 $228K <0.01% +114 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,405 $227K 0.01% -580 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,403 $227K 0.01% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,400 $226K 0.19% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,398 $226K 0.01% -175 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,397 $226K <0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,395 $226K 0.01% +193 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,385 $224K 0.01% -343 13F-HR Timeline Group Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,381 $223K 0.02% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,379 $223K 0.03% +82 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,379 $223K 0.06% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,378 $223K 0.22% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,243 $221K 0.14% +824 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,367 $221K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,355 $219K <0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,346 $218K 0.01% +110 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,342 $217K 0.07% +5 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,334 $216K 0.07% -286 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,328 $215K 0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,327 $215K 0.11% -2,166 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,310 $212K 0.01% -148 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,309 $212K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,297 $210K <0.01% 0 13F-HR/A Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,300 $210K 0.48% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,295 $210K 0.17% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 1,291 $209K 0.08% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,183 $209K <0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,157 $208K 0.02% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,287 $208K 0.05% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,276 $206K 0.04% +91 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,273 $206K 0.11% -50 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,269 $205K 0.02% -84 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,258 $204K 0.11% +60 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,255 $203K 0.01% +64 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,253 $203K 0.09% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,250 $202K 0.01% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,250 $202K 0.14% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,249 $202K 0.12% 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,248 $202K 0.05% -65 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,119 $201K 0.01% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,241 $201K 0.11% -329 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,098 $200K 0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,200 $194K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,171 $189K 0.04% +3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,164 $188K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,126 $182K <0.01% +154 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,091 $177K 0.02% -51 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,083 $175K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,079 $175K 0.01% +37 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 730 $164K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 966 $156K 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 955 $154K <0.01% +13 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 882 $143K 0.03% +222 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 861 $139K 0.08% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 846 $137K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 829 $134K <0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 807 $131K 0.03% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 801 $130K 0.12% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 800 $129K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 782 $127K <0.01% -154 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 764 $124K <0.01% +130 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 752 $122K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 724 $117K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 671 $117K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 673 $109K 0.07% -87 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 648 $105K 0.01% +19 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 620 $100K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 615 $99.5K 0.04% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 600 $97.1K 0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $97.1K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 595 $96.3K <0.01% +38 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 594 $96.1K 0.02% +51 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 590 $95.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 579 $93.7K <0.01% +42 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 558 $90.2K 0.01% -198 13F-HR Timeline