INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 832 $208K 0.01% +127 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 831 $208K 0.01% new 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 829 $207K 0.06% -225 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 826 $206K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 832 $206K 0.01% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 817 $204K 0.01% -2,620 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 816 $204K 0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 815 $204K <0.01% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 810 $202K 0.09% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 806 $201K 0.04% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 804 $201K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 794 $198K 0.06% +46 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 773 $193K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 731 $183K <0.01% -25,339 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 710 $177K <0.01% -642 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 680 $170K <0.01% +114 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 655 $164K 0.05% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 653 $163K 0.04% +7 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 614 $152K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 600 $150K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 586 $146K 0.07% +99 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 576 $144K <0.01% -18 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 550 $137K 0.06% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 548 $137K 0.01% +121 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 518 $129K 0.01% +199 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 514 $128K 0.02% -50 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 506 $126K 0.05% +42 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 476 $119K 0.05% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 474 $118K 0.07% -3 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 473 $118K 0.01% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 471 $118K <0.01% -234 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 447 $112K <0.01% +358 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 446 $111K 0.01% -22 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 415 $107K <0.01% -38 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 420 $105K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 412 $103K 0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 408 $102K 0.01% +352 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 401 $100K 0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 365 $91.2K 0.02% +42 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 358 $89.5K <0.01% +298 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 356 $89K 0.01% +59 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 355 $88.7K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 353 $88.2K 0.01% +283 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 345 $86.2K 0.01% +31 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 340 $85K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 336 $84K <0.01% +84 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 332 $83K 0.01% -23 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 325 $81.2K 0.04% +156 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 325 $81.2K 0.07% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 323 $80.7K 0.02% +3 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $75K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $75K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 300 $75K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 294 $72.8K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 270 $67.5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 268 $67K 0.03% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 268 $67K 0.03% +207 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 250 $62.5K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 249 $62.2K 0.03% +72 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 246 $61.5K 0.02% -7 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 246 $61.5K 0.01% -48 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 240 $60K 0.01% -200 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 238 $59.5K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 230 $57.5K <0.01% -17,001 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 221 $55.2K 0.02% -3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 218 $54.5K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 218 $54.5K 0.01% +68 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 203 $50.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 199 $49.7K 0.01% -55 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 199 $49.6K <0.01% -9 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 196 $49K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 195 $48.7K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 191 $47.7K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 186 $46.5K <0.01% -34 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 177 $44.2K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 175 $43.7K 0.01% +18 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 175 $43.7K 0.01% -56 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 173 $43.2K <0.01% -98 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 168 $42K <0.01% +100 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 165 $41.2K 0.01% -34 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 163 $40.7K <0.01% -1 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 154 $38.5K <0.01% +140 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 150 $37.5K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 150 $37K <0.01% +29 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 148 $37K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 147 $36.7K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 146 $36.5K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 140 $35K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 139 $34.7K <0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 136 $34K <0.01% new 13F-HR/A Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 132 $33K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 129 $32.2K 0.01% +5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 125 $31.2K <0.01% -1 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 122 $30.5K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 121 $30.2K <0.01% -14 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 121 $30.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $30K <0.01% -75 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 120 $30K 0.01% +33 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 119 $29.7K <0.01% +64 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 117 $29.2K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 115 $28.7K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 112 $28K 0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 110 $27.5K 0.01% +80 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 108 $27K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 105 $26.2K 0.01% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 104 $26K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 102 $25.5K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 101 $23.6K <0.01% +6 13F-HR Timeline Security National Bank More: the full row for Security National Bank 93 $23.2K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 90 $22.5K <0.01% +76 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 85 $21.2K <0.01% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 84 $21K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 83 $20.7K <0.01% -16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 83 $20.7K 0.01% -16 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 81 $20.2K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 80 $20K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 80 $20K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 78 $19.5K <0.01% +38 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 78 $19.5K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 77 $19.2K <0.01% +41 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 75 $19K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 76 $19K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 75 $18.7K <0.01% -162 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 75 $18.7K <0.01% +14 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 75 $18.7K <0.01% +21 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 72 $18K <0.01% -220 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 72 $18K <0.01% +68 13F-HR Timeline Quarry LP More: the full row for Quarry LP 72 $18K <0.01% -587 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 72 $18K 0.02% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 70 $17.8K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 69 $17K 0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 67 $16.7K <0.01% +5 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 65 $16.2K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 65 $16.2K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 60 $15K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 60 $15K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 59 $14.7K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 59 $14.7K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 59 $14.7K <0.01% +9 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 58 $14.5K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 58 $14.5K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 58 $14.5K 0.01% +9 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 60 $14K <0.01% +18 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 56 $14K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 55 $13.7K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 54 $13.5K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 53 $13.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 52 $13K <0.01% +5 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 51 $12.7K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $12.5K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50 $12.5K <0.01% +5 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 50 $12.5K <0.01% +3 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 60 $12K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 48 $12K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 47 $11.6K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 46 $11.5K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 45 $11.2K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42 $10.5K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 42 $10.5K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 42 $10.5K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 41 $10.2K <0.01% +8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 40 $10K <0.01% +3 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 40 $10K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $10K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39 $9.98K <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 37 $9.25K <0.01% -17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $9K <0.01% +13 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 36 $9K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 36 $9K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $8.5K <0.01% -16 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 34 $8.5K <0.01% +11 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 33 $8.25K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 33 $8.25K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 33 $8.25K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 32 $8K <0.01% -13 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 32 $8K <0.01% 0 13F-HR/A Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 31 $7.75K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 29 $7.25K <0.01% +27 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 29 $7.25K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 28 $7K <0.01% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 28 $7K <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27 $6.75K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 27 $6.75K <0.01% +10 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 27 $6.75K <0.01% +2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 27 $6.75K <0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $6.25K <0.01% -4 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 24 $6K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $5.75K <0.01% +6 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $5.75K <0.01% +7 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22 $5.56K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22 $5.5K <0.01% +2 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 22 $5.5K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20 $5K <0.01% new 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20 $5K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 20 $5K <0.01% -1 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 20 $5K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 20 $5K 0 Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $4.75K <0.01% +3 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 19 $4.72K <0.01% -468 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 18 $4.5K <0.01% 0 13F-HR Timeline