a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,226 $262K 0.02% 0 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 1,209 $259K 0.02% -58 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,208 $259K <0.01% +82 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,207 $258K <0.01% +42 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,201 $257K 0.23% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,195 $256K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,185 $254K <0.01% +139 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,184 $253K 0.08% -89 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,095 $253K 0.01% +194 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,168 $250K 0.48% -83 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,155 $247K 0.01% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,140 $244K 0.05% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,130 $242K 0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,126 $241K 0.02% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,111 $238K <0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,105 $237K 0.05% +30 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,102 $236K 0.02% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,094 $235K <0.01% -67 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,100 $235K 0.02% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,083 $233K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,084 $232K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,078 $231K 0.01% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,076 $230K <0.01% new 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,075 $230K 0.06% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,075 $230K 0.12% -25 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,016 $229K 0.04% -20 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,071 $229K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,071 $229K 0.02% +13 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,070 $229K 0.22% -294 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,066 $228K 0.03% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,066 $228K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,056 $226K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,053 $225K <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,053 $225K <0.01% -6,033 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,050 $225K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,050 $225K 0.01% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,042 $223K 0.11% new 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,040 $223K 0.06% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,037 $222K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,035 $222K <0.01% -211 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,032 $221K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,025 $219K <0.01% +127 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,023 $219K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,011 $218K 0.07% +250 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,013 $217K 0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,006 $215K 0.01% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,000 $214K 0.04% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,000 $214K 0.08% new 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,000 $214K 0.09% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,000 $214K 0.1% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 999 $214K 0.07% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 998 $214K 0.01% 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 977 $213K 0.03% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 993 $212K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 991 $212K 0.03% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 985 $211K 0.16% -543 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 982 $210K 0.01% new 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 971 $208K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 965 $207K 0.02% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 946 $203K 0.01% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 943 $202K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 942 $202K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 939 $201K <0.01% -128 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 831 $201K 0.06% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 935 $200K 0.04% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 935 $200K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 900 $193K 0.02% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 885 $189K <0.01% -34 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 850 $182K <0.01% +185 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 830 $178K 0.04% +823 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 793 $170K 0.01% -11 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 763 $163K <0.01% -158 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 708 $152K 0.01% -447 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $150K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 694 $148K 0.01% -233 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 692 $148K <0.01% -1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 691 $148K <0.01% +229 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 655 $140K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 614 $131K 0.01% 0 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) 606 $130K <0.01% -3,694 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 600 $128K 0.02% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 600 $128K 0.02% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 570 $122K <0.01% -161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 569 $122K 0.01% +239 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 555 $119K <0.01% +520 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 547 $117K 0.01% +5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 547 $117K 0.07% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 520 $111K 0.08% +11 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 508 $109K <0.01% +91 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 502 $107K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 488 $104K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,845 $103K 0.09% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 473 $101K 0.02% +1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 469 $100K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 460 $98.5K 0.02% -47 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 454 $97.2K 0.01% +82 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 450 $96.3K 0.1% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 420 $89.9K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 403 $87.3K 0.01% -25 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 406 $86.9K 0.03% +120 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $85.6K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 400 $85.6K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 400 $85.6K 0.02% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 389 $83.3K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 373 $79.9K <0.01% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 349 $76.4K 0.01% +23 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 349 $74.7K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 346 $74.1K <0.01% +10 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 338 $72.4K 0.04% -100 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 331 $70.9K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 324 $69.4K <0.01% 0 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 320 $68.5K <0.01% new 13F-HR/A Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 312 $66.8K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 300 $64.2K <0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 300 $64.2K 0.02% new 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 296 $63.4K 0.01% +46 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 292 $62.5K 0.01% +25 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 289 $61.9K <0.01% +151 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 280 $59.9K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 279 $59.7K <0.01% -85 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 275 $58K 0.02% -407 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 267 $57.2K 0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 267 $57.1K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 241 $51.6K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 230 $49.2K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 228 $48.8K <0.01% +103 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 227 $48.6K <0.01% +40 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 221 $47.2K 0.04% +3 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 220 $47.1K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 204 $43.7K 0.01% +91 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 203 $43.5K 0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 202 $43.2K 0.01% +200 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $42.8K <0.01% -18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 199 $42.6K 0.01% +29 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 190 $40.7K 0.03% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 189 $40.5K <0.01% +142 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 185 $39.6K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 179 $38.3K 0.01% 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 175 $38.3K 0.01% +48 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 169 $36.2K <0.01% +9 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 167 $35.7K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 163 $34.9K 0.03% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 162 $34.6K 0.02% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 152 $32.5K 0.01% +73 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 145 $31K <0.01% +2 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 142 $30.4K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 141 $30.2K <0.01% +15 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 141 $30.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 133 $29K <0.01% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 135 $28.9K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 133 $28K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 130 $27.8K <0.01% -10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 129 $27.6K <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 127 $27.2K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 126 $27K <0.01% +13 13F-HR Timeline CX Institutional More: the full row for CX Institutional 121 $26K <0.01% +6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 121 $25.9K <0.01% -15 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 120 $25.7K <0.01% -98 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 119 $25.5K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 116 $24.8K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 116 $24.8K 0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 114 $24.4K <0.01% +79 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 113 $24.2K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 110 $23.5K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 109 $23.3K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 108 $23.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 101 $21.6K <0.01% +96 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 100 $21.4K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 100 $21.4K <0.01% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 100 $21.4K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $21.4K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $21.4K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $21.4K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 100 $21.4K 0.02% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 98 $21K <0.01% +23 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 92 $19.7K <0.01% +15 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 90 $19.3K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 89 $19.1K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 85 $18.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82 $17.6K <0.01% -5 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 82 $17.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 82 $17.6K 0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 80 $17.1K 0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 79 $17K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 77 $16.7K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 76 $16.3K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 72 $15.4K <0.01% +52 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 72 $15.4K 0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 72 $15.4K 0.01% 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 68 $14.6K <0.01% +17 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 66 $14.1K 0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 66 $14.1K 0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 63 $13.7K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 61 $13.1K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 58 $12.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 57 $12.2K <0.01% -7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 51 $10.9K <0.01% +38 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $10.7K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 50 $10.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $10.7K <0.01% new 13F-HR Timeline