Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 675 $96.8K 0.01% +201 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 660 $94.7K 0.01% +18 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 615 $89K <0.01% +71 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 608 $87.2K 0.04% +6 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 604 $87K 0.07% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 576 $84.9K 0.01% +43 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 587 $84.2K 0.01% -213 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 421 $82K <0.01% +3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 571 $81.9K <0.01% +119 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 543 $77.9K <0.01% new 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 532 $76.3K <0.01% 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 530 $76K 0.02% +3 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 510 $73.1K 0.08% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 511 $73K <0.01% +460 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 491 $70.4K 0.01% +4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 467 $67K 0.03% +82 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 464 $66.6K 0.01% +9 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 464 $66.6K 0.03% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 448 $64K <0.01% -47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 430 $61.7K 0.02% +3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 419 $60.1K <0.01% +3 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 391 $56.1K <0.01% +159 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 378 $54.2K 0.04% +134 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 375 $54K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 376 $53.9K <0.01% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 367 $52.7K 0.01% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 360 $51.6K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 357 $51.2K 0.01% +3 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 356 $51.1K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 334 $47.9K <0.01% +2 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 330 $47.3K <0.01% +2 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 325 $46.6K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 323 $46.5K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 323 $46.3K 0.01% +20 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 290 $41.6K 0.02% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 286 $41K <0.01% +108 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 280 $40K 0.02% -80 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 270 $38.7K <0.01% +1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 267 $38.3K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 265 $38K 0.02% +187 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 259 $37.2K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 249 $35.8K 0.01% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 247 $35.4K 0.01% +2 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 246 $35.3K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 230 $33K <0.01% +161 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 223 $32K <0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 213 $30.6K 0.02% 0 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 210 $30.1K 0.01% +1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 208 $29.8K 0.03% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 206 $29.6K <0.01% +17 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 205 $29.4K <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 202 $28.9K <0.01% -40 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 201 $28.8K 0.01% new 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 200 $28.8K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 190 $27.3K <0.01% +24 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 185 $26.5K <0.01% +2 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 181 $26K <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 171 $24.5K <0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 156 $22.4K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 155 $22.2K <0.01% +1 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 158 $22K 0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 121 $21.9K <0.01% +65 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 149 $21.3K 0.01% +3 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 148 $21.2K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 148 $21.2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $20.5K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 136 $19.6K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 133 $19.1K <0.01% +2 13F-HR Timeline Group TOBAM More: the full row for TOBAM 135 $19K <0.01% +52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 132 $19K <0.01% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 118 $16.9K <0.01% +4 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 116 $16.6K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 114 $16.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 110 $15.8K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 103 $14.8K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 101 $14.5K <0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 85 $12.2K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 84 $12.1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 87 $12K <0.01% 0 13F-HR/A Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 80 $11.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 79 $11.3K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 76 $10.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 54 $10.5K 0.08% -8 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 64 $9.18K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 64 $9.18K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $8.89K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $8.61K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $7.75K <0.01% +12 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 48 $6.88K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 47 $6.74K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 46 $6.6K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 38 $5.49K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 37 $5.33K <0.01% +16 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 36 $5.17K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 35 $5.02K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $5K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $4.88K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 32 $4.65K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32 $4.61K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 31 $4.45K <0.01% -11 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 31 $4.45K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 30 $4.3K <0.01% -12 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 30 $4.3K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 28 $4.02K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 26 $3.73K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 23 $3.3K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 22 $3.11K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 21 $3K <0.01% +1 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 20 $2.87K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $2.87K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $2.87K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 19 $2.73K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 19 $2.73K <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19 $2.73K <0.01% +1 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 17 $2.44K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $2.3K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 16 $2.3K <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13 $1.91K <0.01% +7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $1.86K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13 $1.86K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 13 $1.8K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.72K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 12 $1.72K <0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11 $1.58K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $1.58K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10 $1.44K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $1.29K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $1.29K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $861 <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $861 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $861 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $574 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $574 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $431 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $431 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $287 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $287 <0.01% -311 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $144 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $144 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $144 <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1 $143 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $143 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $143 <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1 $143 -54,303 Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 0 $16 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 0 $14 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.