Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,071 $91.7K <0.01% -1,103 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,000 $88.6K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,966 $87.1K <0.01% +984 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,827 $80.9K <0.01% +550 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,826 $80.9K <0.01% -15 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,804 $80K <0.01% +288 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,509 $67K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,500 $66.4K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,402 $62.1K <0.01% +604 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,263 $55.9K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,178 $52.2K <0.01% -79 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,100 $48.7K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,040 $46.1K 0.01% +40 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,009 $44.7K <0.01% +941 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,007 $44.6K 0.02% +966 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,004 $44.5K <0.01% -700 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,000 $44.3K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $44.3K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $44.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 999 $44.2K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 900 $44K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,011 $43.5K 0.01% +44 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 978 $43.3K <0.01% +692 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 955 $42.3K <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 798 $35.3K 0.01% +506 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 743 $32.6K <0.01% -46 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 700 $31K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 684 $30.3K <0.01% -868 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 628 $30K 0.01% +12 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 669 $29.6K 0.02% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 650 $28.8K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 614 $27K <0.01% -1,968 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 584 $25.9K <0.01% +92 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 575 $25.5K 0.01% -69 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 559 $24.8K <0.01% +74 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 532 $23.6K 0.01% -486 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 522 $23.1K 0.02% +439 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 530 $23K 0.01% +30 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 514 $22.8K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 497 $22K <0.01% +5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 429 $19K <0.01% +279 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $17.7K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 394 $17.5K <0.01% +88 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 390 $17.3K <0.01% -95 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 382 $17K <0.01% -19 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 341 $15.1K <0.01% +100 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 301 $13.3K 0.01% +133 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 300 $13K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 292 $12.9K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 294 $12.7K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 276 $12.2K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 276 $12.2K <0.01% +47 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 250 $11.1K <0.01% -390 13F-HR/A Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 250 $11.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 250 $11K <0.01% +119 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) 242 $10.7K <0.01% -296 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 232 $10.3K <0.01% +44 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 226 $10K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 213 $9.43K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 213 $9.43K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 208 $9.21K <0.01% new 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 205 $9.08K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $8.86K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 200 $8.86K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 200 $8.86K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 195 $8.64K <0.01% -6,200 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 195 $8.64K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 190 $8.41K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 170 $7.53K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 150 $6.64K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 150 $6.64K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 147 $6.51K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 146 $6.47K <0.01% +80 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $6.42K <0.01% -3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 142 $6.26K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 141 $6.25K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 140 $6.2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 136 $6.02K <0.01% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 135 $5.98K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 126 $5.58K <0.01% -5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $5.58K <0.01% +15 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $5.23K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 116 $5.14K <0.01% -1,000 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 113 $5K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 110 $4.87K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 101 $4.47K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 100 $4.43K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $4.43K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 97 $4.3K <0.01% -9 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 93 $4.12K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $3.68K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 82 $3.63K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 79 $3.5K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 78 $3.46K <0.01% +58 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 75 $3.19K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 59 $2.61K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 58 $2.57K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 49 $2.25K <0.01% +30 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 50 $2.21K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $2.08K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 44 $2K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 43 $1.9K <0.01% +10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 42 $1.86K <0.01% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 34 $1.51K <0.01% +26 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 32 $1.42K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 32 $1.42K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $1.33K <0.01% -13 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $1.28K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $1.11K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 25 $1.11K <0.01% new 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 18 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13 $1K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 35 $974 <0.01% new 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $886 <0.01% -5 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20 $861 <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 16 $781 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $665 <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 15 $664 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $664 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $664 <0.01% +11 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $620 <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 13 $576 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $576 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 13 $576 <0.01% +13 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $575 <0.01% +8 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 12 $531 <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $515 <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $443 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9 $399 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 8 $354 <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $310 <0.01% +5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $266 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $222 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $133 <0.01% -32 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3 $133 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.