Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,285 $265K 0.13% -144 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,267 $261K 0.04% -580 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,263 $260K 0.03% -190 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,259 $260K <0.01% +74 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,249 $257K 0.04% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,240 $256K 0.04% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,235 $255K 0.17% -40 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,233 $254K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,229 $253K 0.04% -15 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,226 $253K 0.02% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,219 $251K 0.01% +153 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,215 $250K <0.01% +8 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,334 $250K 0.01% +116 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,205 $248K 0.03% -73 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,187 $245K 0.01% -908 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,187 $245K 0.02% +618 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,184 $244K 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,163 $240K 0.01% -63 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,158 $239K 0.03% +87 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,149 $237K <0.01% -1,407 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,148 $237K 0.03% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,140 $235K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,139 $235K <0.01% +447 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,130 $233K 0.01% +117 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,120 $231K <0.01% +95 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,111 $229K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,110 $229K 0.01% -5,238 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,102 $227K 0.02% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,100 $227K 0.16% -200 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,096 $226K 0.05% -9 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,095 $226K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,092 $225K 0.03% +101 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,072 $225K 0.01% -23 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,089 $224K 0.01% -106 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,227 $223K 0.01% +195 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 $222K <0.01% 0 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,075 $222K 0.11% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,073 $221K <0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,070 $221K <0.01% +99 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,070 $221K 0.21% 0 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 $220K 0.03% 0 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,094 $219K <0.01% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,060 $218K 0.11% +18 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,057 $218K <0.01% +115 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,051 $217K 0.01% +343 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,050 $216K <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,047 $216K 0.01% +24 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,042 $215K 0.01% +107 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,040 $214K 0.06% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,029 $212K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,026 $211K 0.01% -24 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,022 $210K 0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,007 $208K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,004 $207K 0.02% -1,293 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,002 $207K 0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,000 $206K 0.04% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,000 $206K 0.01% -6 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,000 $206K 0.01% -56 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,000 $206K 0.07% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,000 $206K 0.09% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,000 $206K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 999 $206K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 982 $206K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 996 $204K 0.01% +3 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,016 $204K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 987 $203K 0.01% -639 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 986 $203K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 980 $202K 0.07% -19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 977 $201K <0.01% +422 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 961 $196K 0.06% -50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 902 $186K 0.01% +109 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 835 $172K <0.01% -15 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 781 $161K <0.01% -4,734 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 762 $157K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 757 $156K 0.01% +63 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 730 $150K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 710 $146K <0.01% -1,757 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $144K 0.07% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 687 $142K <0.01% -198 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 665 $137K 0.05% 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 662 $136K 0.08% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 646 $133K 0.03% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 639 $132K <0.01% +131 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 639 $132K 0.15% -346 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 614 $127K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 600 $124K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 600 $124K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 576 $119K 0.08% +56 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 574 $118K 0.07% +27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 570 $117K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 549 $113K 0.01% +2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 502 $103K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 488 $101K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,845 $96.5K 0.09% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 450 $92.7K 0.09% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 441 $90.9K 0.02% -32 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 420 $86.6K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 408 $84.1K 0.05% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 403 $83.3K 0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $82.4K <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 $82.4K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 400 $82.4K 0.02% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 390 $80.4K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 390 $80.4K 0.02% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 389 $80.2K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 371 $76.5K 0.01% -83 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 355 $73.2K 0.02% -300 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 349 $72.2K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 349 $71.9K <0.01% -24 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 349 $71.9K 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 344 $70.9K <0.01% +20 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 344 $70.9K <0.01% -2 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 338 $69.7K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 321 $66.2K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 315 $64.9K <0.01% +87 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 313 $64.5K 0.02% -147 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 312 $64.3K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 312 $64.3K 0.03% +308 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 302 $63.3K 0.05% +294 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 300 $61.8K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 292 $60.2K +25 Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 280 $57.7K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 271 $55.9K <0.01% +44 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 267 $55K <0.01% -25 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 267 $55K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 250 $51.5K 0.01% -46 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 248 $51.1K 0.01% +49 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 246 $50.7K 0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 242 $49.9K <0.01% +53 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 230 $47.4K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 221 $45.5K 0.04% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 220 $45.3K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 210 $43.3K <0.01% +100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 204 $42K 0.01% +179 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 203 $41.8K 0.01% +87 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 202 $41.6K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $41.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 196 $40.4K <0.01% -45 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 190 $39.2K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 189 $38.9K 0.02% +27 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 180 $37K <0.01% +47 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 179 $36.9K <0.01% -100 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 186 $35.3K <0.01% +11 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 167 $34.4K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 163 $33.6K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 160 $33.1K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 158 $32.6K <0.01% -173 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 148 $30.5K 0.01% -4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 147 $30.3K <0.01% -57 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 146 $30.1K <0.01% -143 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 145 $29.8K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 143 $29.5K <0.01% +51 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 142 $29.3K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 141 $29.1K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 140 $28.9K <0.01% +113 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 139 $28.6K <0.01% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 133 $28K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 135 $27.8K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 133 $27.4K 0.01% +17 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 131 $27K 0.01% +12 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 130 $26.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 128 $26.4K <0.01% -41 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 127 $26.2K <0.01% +27 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 127 $26.2K 0.01% 0 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 120 $24.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 115 $24K <0.01% -6 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 116 $23.9K 0.02% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 114 $23.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 110 $22.7K <0.01% +9 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 108 $22.3K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 107 $22.1K <0.01% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 104 $21.8K <0.01% +68 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 103 $21.2K 0.01% +3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 102 $21K <0.01% -24 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 102 $21K <0.01% -935 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 100 $20.6K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 100 $20.6K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $20.6K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $20.6K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 98 $20.2K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 98 $20.2K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 93 $19.2K <0.01% -28 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 90 $18.5K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 89 $18.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 88 $18.1K 0.01% +22 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 85 $17.5K 0.01% 0 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 84 $17.3K 0.02% +12 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82 $16.9K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 82 $16.9K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 82 $16.9K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 82 $16.9K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 81 $16.7K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 78 $16.1K <0.01% +73 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 77 $15.9K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 78 $15.8K <0.01% -1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 93 $15.7K 0.01% +27 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 76 $15.7K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 72 $14.8K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 70 $14.4K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 68 $14K <0.01% 0 13F-HR Timeline