Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 425 $278K 0.27% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 423 $277K 0.16% -95 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 420 $275K 0.05% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 420 $275K 0.05% -240 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 419 $275K 0.16% -1,343 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 419 $275K 0.09% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 418 $274K <0.01% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 418 $274K 0.04% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 414 $272K 0.06% +274 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 414 $271K 0.04% -6,009 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 413 $271K 0.02% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 413 $271K 0.03% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 704 $270K 0.03% 0 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 410 $269K 0.04% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 410 $269K 0.04% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 410 $269K 0.21% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 410 $269K 0.06% -134 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 408 $268K 0.11% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 406 $266K 0.04% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 405 $266K 0.1% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 405 $266K 0.03% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 404 $265K 0.04% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 403 $264K 0.07% new 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 403 $264K 0.14% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 402 $264K 0.09% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 401 $263K 0.04% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 400 $262K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 400 $262K 0.02% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 400 $262K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 400 $262K 0.02% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 400 $262K 0.14% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 400 $262K 0.11% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 400 $262K 0.03% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 399 $262K 0.05% -158 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 399 $262K <0.01% -423 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 398 $261K 0.12% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 396 $260K 0.04% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 395 $259K 0.03% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 393 $258K 0.05% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 391 $256K 0.03% new 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 390 $256K 0.14% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 389 $255K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 388 $255K 0.05% new 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 388 $254K 0.15% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 385 $253K 0.09% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 382 $251K 0.14% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 380 $249K 0.06% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 380 $249K 0.03% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 380 $249K 0.04% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 378 $248K 0.02% -198 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 375 $246K 0.01% new 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 375 $246K 0.14% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 375 $246K 0.05% -266 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 374 $245K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 371 $243K 0.08% +61 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 371 $243K 0.05% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 371 $243K <0.01% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 368 $241K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 367 $241K 0.01% +299 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 366 $240K 0.05% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 364 $239K 0.01% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 363 $238K 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 363 $238K 0.02% +1 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 363 $238K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 361 $236K 0.01% -17 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 360 $236K 0.05% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 359 $235K 0.02% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 359 $235K 0.03% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 358 $235K 0.13% -476 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 357 $234K 0.11% +137 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 355 $233K <0.01% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 355 $233K 0.04% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 355 $233K 0.23% 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 354 $232K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 352 $231K 0.04% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 352 $231K 0.06% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 351 $230K 0.16% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 351 $230K 0.03% -185 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 350 $230K 0.17% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 350 $230K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 350 $230K 0.01% -106 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 349 $229K 0.01% -254 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 349 $229K 0.04% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 349 $229K <0.01% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 390 $229K 0.05% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 348 $228K 0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 347 $228K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 346 $227K 0.04% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 345 $226K 0.07% +39 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 343 $225K 0.08% -7 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 342 $224K 0.05% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 341 $224K 0.06% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 340 $223K 0.01% +320 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 340 $223K 0.02% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 340 $223K 0.04% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 368 $222K 0.03% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 338 $221K 0.09% new 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 337 $221K 0.11% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 336 $220K 0.05% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 334 $220K 0.11% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 334 $219K 0.1% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 334 $219K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 334 $219K 0.01% -9 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 332 $218K 0.04% -70 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 331 $217K 0.08% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 330 $216K 0.05% +12 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 330 $216K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 328 $215K 0.08% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 328 $215K <0.01% new 13F-HR Timeline Group EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 328 $215K 0.03% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 327 $214K 0.02% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 325 $213K 0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 325 $213K 0.1% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 323 $212K 0.02% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 322 $211K 0.01% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 322 $211K 0.07% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 321 $211K 0.09% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 320 $210K 0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 320 $210K 0.04% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 187 $210K 0.02% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 319 $209K 0.08% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 319 $209K 0.05% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 317 $208K 0.08% 0 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 315 $207K 0.03% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 315 $207K 0.02% +175 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 315 $207K 0.04% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 315 $207K 0.09% -420 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 314 $206K 0.1% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 361 $206K 0.11% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 313 $205K 0.01% -504 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 313 $205K 0.19% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 312 $205K 0.05% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 311 $204K 0.13% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 311 $204K 0.12% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 310 $203K 0.05% new 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 309 $202K 0.17% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 308 $202K 0.05% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 307 $201K 0.07% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 306 $201K 0.04% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 305 $200K 0.04% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 305 $200K 0.02% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 306 $200K 0.07% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 303 $199K 0.03% new 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 295 $193K 0.11% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 292 $192K 0.09% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 300 $186K 0.03% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 282 $185K 0.05% +72 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 309 $181K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 273 $179K 0.09% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 262 $172K 0.03% +25 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 261 $171K 0.03% +10 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 257 $168K 0.01% +144 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 254 $167K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 248 $163K 0.01% +224 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 246 $161K 0.06% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 244 $160K 0.06% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 242 $159K 0.04% +10 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 236 $155K 0.05% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 234 $153K <0.01% +29 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 228 $150K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 227 $149K 0.08% -63 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 226 $148K 0.12% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 225 $148K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Robinswood Financial LLC More: the full row for Robinswood Financial LLC 222 $146K 0.04% -26 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 221 $145K 0.39% -7,413 13F-HR/A Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 213 $140K 0.06% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 210 $138K 0.08% +3 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 210 $138K 0.03% +110 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 207 $136K 0.06% +77 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $131K 0.01% -200 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 200 $131K 0.03% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 195 $128K 0.05% -55 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 223 $128K 0.04% -50 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 194 $128K 0.1% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 194 $127K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 189 $124K <0.01% +183 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 189 $124K 0.04% +159 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 186 $122K 0.06% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 185 $121K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 177 $116K <0.01% +2 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 172 $113K <0.01% +64 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 168 $110K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 168 $110K <0.01% -105 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 161 $106K <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 149 $98K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 142 $93.1K 0.05% -122 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 142 $93.1K 0.06% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 137 $89.9K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 136 $89.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 132 $86.8K <0.01% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 130 $85.3K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 129 $84.6K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 125 $82K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 125 $82K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 125 $82K 0 Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 123 $80.4K 0.07% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 120 $80K 0.02% +6 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 116 $76.1K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 116 $76.1K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 110 $72.1K 0.01% 0 13F-HR Timeline