THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 59 $27.7K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $27.7K 0.01% -11 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 58 $27.2K <0.01% -1,558 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 57 $26.8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 55 $25.8K 0.01% +5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 54 $25.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 53 $24.9K <0.01% -684 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 52 $24.4K <0.01% -85 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. 1248 Management, LLC More: the full row for 1248 Management, LLC 52 $24.4K 0.01% -11 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $23.5K 0.02% -2 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 50 $23.5K 0.01% -300 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 49 $23K <0.01% -30 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 49 $23K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 48 $22.5K 0.01% +3 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 54 $22.4K 0.02% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 47 $22.1K <0.01% +27 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 44 $20.7K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 43 $20.2K <0.01% -585 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $19.7K <0.01% +14 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 42 $19.7K <0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 41 $19.3K <0.01% +9 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 41 $19.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $18.8K <0.01% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 40 $18.8K <0.01% -1,320 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 39 $18.3K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 37 $17.4K 0.01% -4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 37 $17.4K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 37 $17.4K 0.01% +7 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 37 $17.4K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 36 $16.9K <0.01% -10 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 36 $16.9K 0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 36 $16.9K 0.02% 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 35 $16.8K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $16K <0.01% +12 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 34 $16K <0.01% 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 34 $16K 0.01% -13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33 $15.5K <0.01% -22 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 32 $15K 0.01% -13 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 32 $15K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 32 $14.8K <0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 31 $14.6K <0.01% +16 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $14.3K <0.01% -3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $14.1K <0.01% -9 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 30 $14.1K 0.02% -78 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 25 $13.8K <0.01% -8,207 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 29 $13.6K <0.01% -16 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $13.2K <0.01% -34 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 28 $13.2K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27 $12.7K <0.01% -27 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25 $12K 0.01% -25 13F-HR Timeline Trust Co More: the full row for Trust Co 25 $11.7K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 25 $11.7K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 24 $11.3K 0.01% -6 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 24 $11.3K <0.01% 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 24 $11K <0.01% +3 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 23 $10.8K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 23 $10.8K 0.01% -25 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 22 $10.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $10.3K <0.01% -18 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 21 $9.86K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 21 $9.86K <0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20 $9.39K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 20 $9K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 19 $8.93K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 19 $8.93K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 19 $8.92K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18 $8.46K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 18 $8.46K <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 17 $7.99K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $7.99K <0.01% +7 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16 $7.69K <0.01% -26 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 16 $7.52K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 16 $7.52K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 16 $7.52K <0.01% -2 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 16 $7.52K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 16 $7.52K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 16 $7.52K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $7.14K <0.01% -4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 15 $7.05K <0.01% -9 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 15 $7.05K <0.01% -11 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $7.05K <0.01% +6 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 15 $7.05K 0.01% 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 15 $7.05K -24 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 17 $7K <0.01% -4 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 14 $6.58K <0.01% -80 13F-HR Timeline MOTCO More: the full row for MOTCO 14 $6.58K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 14 $6.58K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $6.58K <0.01% -101 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 14 $6.58K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $6.11K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $6.11K <0.01% -55 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $6.11K <0.01% -107 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 13 $6.11K <0.01% -42 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13 $6.11K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13 $6K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 12 $5.64K <0.01% 0 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 12 $5.64K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 12 $5.64K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12 $5.64K <0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 12 $5.64K <0.01% -2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 11 $5.17K <0.01% 0 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 11 $5.17K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $5.17K <0.01% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 11 $5.17K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10 $4.7K <0.01% 0 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10 $4.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10 $4.7K <0.01% -50 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $4.7K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10 $4.7K <0.01% 13F-HR/A Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10 $4.7K <0.01% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9 $4.23K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9 $4.23K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 9 $4.23K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $4.23K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $4.23K <0.01% 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8 $3.8K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8 $3.76K <0.01% -1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8 $3.76K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $3.76K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8 $3.76K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7 $3.45K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $3.29K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $3.29K <0.01% -15 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $3.29K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $2.82K <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $2.82K <0.01% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6 $2.82K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6 $2.82K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $2.35K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5 $2.35K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $2.35K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $2.35K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $2.35K 0.07% +3 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $2.35K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $2.35K <0.01% -6 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4 $2K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4 $1.88K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4 $1.88K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $1.88K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $1.88K <0.01% +1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $1.88K <0.01% 0 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 4 $1.88K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 4 $1.88K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $1.88K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $1.41K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3 $1.41K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $1.41K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3 $1.41K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3 $1.41K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3 $1.41K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $1.41K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3 $1.41K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2 $1K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2 $940 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $940 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $940 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $939 <0.01% +1 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2 $939 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $939 <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2 $939 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $535 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $470 <0.01% -6 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $470 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $470 <0.01% new 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $470 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $470 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1 $470 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $470 <0.01% -1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1 $470 <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1 $470 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $469 <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 7,516 $7.52K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.