Smithfield Trust Co More: the full row for Smithfield Trust Co 1,954 $164K 0.01% +661 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,947 $163K 0.09% +537 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,946 $163K 0.1% +915 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,882 $162K 0.11% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,929 $161K 0.01% -290 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,924 $161K 0.04% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,898 $159K 0.1% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,842 $154K <0.01% -1,183,314 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,789 $149K 0.04% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,788 $149K 0.03% -758 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,766 $149K 0.07% +415 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,773 $148K 0.01% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,734 $145K 0.06% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,720 $144K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,683 $141K 0.04% +146 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,667 $139K 0.05% -1,141 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,643 $137K 0.07% -1,161 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 1,588 $133K 0.01% -450 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,537 $128K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,500 $125K 0.27% +1,493 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,500 $125K 0.07% +800 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,484 $124K 0.03% +387 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,479 $124K 0.04% -50 13F-HR Timeline Trust Co More: the full row for Trust Co 1,471 $123K 0.01% -49 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,399 $117K <0.01% +243 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,300 $109K 0.01% +500 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,302 $109K 0.11% -711 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,300 $109K 0.06% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,296 $108K 0.03% -25 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,284 $107K 0.04% -167 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,255 $105K 0.08% -156,716 13F-HR/A Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,608 $103K 0.03% +3,477 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,219 $102K 0.07% +16 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,217 $102K 0.03% -5,091 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,210 $101K 0.01% +72 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,171 $97.8K 0.01% -388 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,161 $97K 0.07% -114 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,158 $96.7K 0.01% +10 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,158 $96.7K <0.01% -300 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,142 $95.4K +805 Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,138 $95K 0.03% -130 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,129 $94.3K 0.07% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,125 $94K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,113 $93K 0.04% +55 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,107 $92.4K 0.01% +1,092 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,083 $90.4K 0.01% -35 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,045 $87.3K 0.01% -72 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,043 $87.1K 0.03% +12 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,041 $87K 0.01% +229 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,023 $85.5K 0.01% -810 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,020 $85.2K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,019 $85.1K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,015 $84.8K 0.03% -5,956 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,002 $83.7K 0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,000 $83.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 973 $82.1K 0.02% +53 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 958 $80K <0.01% 0 13F-HR/A Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 947 $79K 0.01% -1,912 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 917 $76.6K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 917 $76.6K 0.02% -138 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 871 $72.8K 0.05% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 854 $71.3K 0.01% -1,055 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 842 $70.3K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 802 $69.6K 0.01% +549 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 830 $69.3K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 820 $68.5K 0.03% +14 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 818 $68.3K <0.01% -102 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 810 $67.6K 0.02% +203 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 807 $67.4K 0.03% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 801 $67K 0.02% -1,676 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 800 $66.8K <0.01% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 796 $66.5K 0.14% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 791 $65K 0.02% -259 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 742 $62K <0.01% -135,252 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 688 $57.5K <0.01% -354 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 672 $56.1K 0.04% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 669 $55.9K 0.01% +172 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 658 $55K 0.01% +4 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 656 $54.8K <0.01% -169 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 655 $54.8K 0.04% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 654 $54.7K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 551 $54.6K 0.03% +444 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 645 $53.9K <0.01% -140 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 645 $53.9K <0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 634 $53K 0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 618 $51.6K 0.02% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 615 $51.4K 0.03% +197 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 600 $50.1K 0.02% +50 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 598 $50K <0.01% -269 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 595 $49.7K <0.01% -16 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 540 $45K 0.01% -229 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 536 $44.8K 0.03% -29 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 535 $44.7K 0.03% -740 13F-HR Timeline CNB Bank More: the full row for CNB Bank 526 $43.9K 0.02% +313 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 524 $43.8K 0.01% -10 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 517 $43.2K 0.01% +34 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 515 $43K 0.04% -267 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 498 $41.6K 0.03% +309 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 486 $40.6K 0.03% +157 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 481 $40.6K 0.01% +36 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 479 $40K 0.02% -12,456 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 472 $39.4K 0.02% +8 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 466 $38.9K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 464 $38.8K <0.01% -1,553 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 461 $38.5K 0.01% -242 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 456 $38.1K 0.01% +124 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 445 $37.2K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 433 $36.2K 0.01% -42 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 434 $36K 0.01% +321 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 425 $36K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 429 $35.8K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 425 $35.5K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 418 $35K 0.01% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 405 $33.8K 0.01% -5 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 404 $33.7K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $33.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 390 $33K <0.01% +25 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 383 $32K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 380 $31.7K 0.01% -933 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 379 $31.7K <0.01% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 376 $31.4K <0.01% +163 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 375 $31.3K 0.02% +51 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 374 $31.2K 0.01% +6 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 365 $30.5K 0.01% +35 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 364 $30.4K 0.01% -11 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 344 $30.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 360 $30.1K <0.01% -28,487 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 357 $29.8K <0.01% -50 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 355 $29.7K <0.01% -188 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 353 $29.5K <0.01% +6 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 350 $29.2K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 345 $28.8K 0.01% -20 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 335 $28K 0.01% +35 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 335 $28K 0.02% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 332 $27.9K 0.02% -14,505 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 324 $27.1K <0.01% -181 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 326 $26K <0.01% -18,271 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 307 $25.9K 0.01% -167 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 310 $25.9K 0.01% +5 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 305 $25.5K 0.02% -133 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 303 $25.3K <0.01% -62 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 299 $25K 0.03% +57 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 295 $24.7K 0.01% -1,107 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 291 $24.3K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 288 $24.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 293 $24K 0.01% +52 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 285 $23.8K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 284 $23.7K 0.02% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 281 $23.5K <0.01% +15 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 279 $23.3K <0.01% 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 274 $23K <0.01% +1 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 274 $22.9K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 273 $22.8K 0.01% -81 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 270 $22.6K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 267 $22.3K 0.01% -8,609 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 255 $21.3K 0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 252 $21.1K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 250 $20.9K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 250 $20.9K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 250 $20.9K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 247 $20.6K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 243 $20.3K 0.01% -376 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 241 $20.1K 0.01% -12 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 240 $20K <0.01% +148 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 238 $19.9K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 236 $19.7K 0.01% +19 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 235 $19.6K 0.01% -250 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 230 $19.4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 232 $19.4K <0.01% +219 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 232 $19.4K 0.01% -93 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 225 $18.8K <0.01% -45 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 223 $18.6K 0.01% -29 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 216 $18K 0.01% -9 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 215 $18K 0.05% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 211 $17.6K 0.02% new 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 210 $17.5K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 210 $17.5K <0.01% +60 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 205 $17.1K <0.01% +4 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 202 $16.9K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $16.7K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 200 $16.7K <0.01% +20 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 198 $16.6K 0.01% +6 13F-HR Timeline TOBAM More: the full row for TOBAM 193 $16K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 182 $15.2K <0.01% -94 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 170 $14.2K 0.01% +3 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 168 $14K 0.01% -27 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 161 $14K 0.02% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 167 $13.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 167 $13.9K <0.01% -7 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 162 $13.5K <0.01% +53 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 162 $13.5K <0.01% -107 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 158 $13.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 155 $12.9K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 155 $12.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 153 $12.8K <0.01% -62 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 151 $12.6K <0.01% -31,096 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 147 $12.3K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 147 $12.3K 0.01% -2,193 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 153 $12K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 140 $11.7K <0.01% 0 13F-HR Timeline