Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 238 $269K 0.01% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 237 $268K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 236 $267K 0.01% +3 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 235 $266K 0.12% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 234 $265K 0.08% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 233 $264K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 233 $264K 0.01% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 233 $264K 0.08% -139 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 233 $263K 0.1% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 231 $262K 0.12% -101 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 231 $261K 0.05% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 230 $261K <0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 229 $259K 0.02% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 228 $258K 0.07% new 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 228 $258K 0.12% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 227 $257K 0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 226 $256K 0.05% +1 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 226 $256K 0.11% new 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 225 $255K 0.11% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 225 $255K 0.03% -150 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 225 $255K 0.17% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 225 $255K 0.06% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 223 $253K 0.05% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 223 $253K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 222 $252K 0.03% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 222 $252K 0.01% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 222 $252K 0.07% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 222 $252K 0.03% -191 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 220 $249K 0.06% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 219 $248K 0.01% +10 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 218 $247K 0.07% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 217 $246K 0.11% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 217 $246K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 217 $246K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 217 $246K 0.11% +8 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 217 $246K 0.03% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 217 $245K 0.14% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 216 $245K 0.01% +41 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 216 $245K 0.03% new 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 216 $245K 0.03% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 215 $243K 0.1% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 214 $242K 0.04% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 213 $241K 0.04% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 213 $241K 0.05% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 213 $241K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 213 $241K <0.01% -1,053 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 212 $240K 0.03% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 211 $239K 0.05% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 210 $238K 0.01% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 209 $237K 0.07% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 209 $237K 0.19% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 208 $236K 0.02% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 207 $235K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 207 $235K <0.01% -219 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 206 $233K 0.04% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 206 $233K 0.02% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 209 $232K <0.01% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 204 $232K 0.19% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 204 $231K 0.19% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 207 $230K 0.25% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 202 $229K 0.08% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 202 $229K 0.07% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 202 $229K 0.03% +20 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 202 $228K 0.08% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 201 $227K 0.05% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 200 $227K <0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 200 $227K 0.01% new 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 200 $227K 0.19% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 200 $227K 0.02% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 200 $227K 0.03% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 199 $225K 0.01% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 199 $225K 0.05% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 198 $225K 0.1% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 197 $223K 0.02% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 197 $223K 0.03% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 196 $222K 0.07% -228 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 195 $221K 0.03% +18 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 195 $221K 0.17% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 194 $220K 0.03% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 194 $220K 0.07% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 193 $219K 0.03% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 193 $219K 0.05% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 192 $218K 0.01% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 192 $218K 0.17% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 191 $216K 0.02% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 191 $216K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 190 $215K 0.08% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 189 $214K 0.02% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 189 $214K 0.05% new 13F-HR/A Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 189 $214K 0.13% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 188 $213K 0.01% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 188 $213K 0.09% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 187 $212K 0.03% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 186 $211K 0.05% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 184 $209K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 182 $206K 0.04% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 180 $204K <0.01% -1,379 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 180 $204K 0.17% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 180 $204K 0.01% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 180 $204K 0.04% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 180 $204K 0.11% -22 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 179 $203K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 178 $202K 0.01% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 173 $201K 0.05% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 177 $201K 0.02% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 176 $200K 0.05% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 177 $199K 0.02% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 177 $199K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 168 $190K 0.07% +6 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 168 $190K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 168 $190K 0.11% -6 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 166 $188K <0.01% -5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 164 $186K 0.01% +10 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 163 $185K 0.03% +83 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 161 $182K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 158 $179K 0.17% -168 13F-HR Timeline Quarry LP More: the full row for Quarry LP 157 $178K 0.03% -79 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 150 $170K 0.04% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 149 $169K 0.01% +24 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 144 $163K 0.05% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 143 $162K 0.05% +36 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 141 $160K 0.02% +16 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 141 $160K 0.03% -2 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 140 $159K 0.01% -121 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 140 $159K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 136 $154K 0.02% +1 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 130 $147K 0.1% -9 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 127 $144K 0.01% new 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 127 $144K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 126 $142K 0.06% +1 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $142K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 122 $138K 0.08% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 119 $135K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 119 $135K 0.01% -2,158 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 116 $131K <0.01% -974 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 115 $131K <0.01% -96 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 114 $129K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 112 $127K <0.01% -1 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 112 $127K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 112 $127K 0.04% +22 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 112 $127K 0.08% -617 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 108 $123K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 108 $122K 0.04% -10 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 107 $121K 0.05% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 106 $120K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 103 $117K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 101 $115K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 97 $110K <0.01% +72 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 90 $102K 0.06% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 89 $101K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 88 $99.7K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 86 $97.4K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 84 $95.2K 0.01% -369 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 84 $95.2K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 81 $91.8K 0.01% +69 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 80 $90.6K 0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 79 $89.5K 0.01% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 78 $88.4K 0.05% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 78 $88.4K 0.02% -33 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 77 $87.2K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 76 $86.1K <0.01% +11 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 76 $86.1K <0.01% +3 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 115 $83.8K 0.06% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 73 $83.1K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 73 $82.7K 0.05% +3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 71 $80.4K 0.02% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 70 $79.3K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 68 $77.6K 0.03% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 68 $77K 0.04% +28 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $75.9K 0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 64 $72.5K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 63 $71.4K 0.04% -31 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 62 $70.2K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 61 $69.3K 0.05% +30 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 60 $68K 0.03% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 58 $65.7K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 58 $65.7K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 57 $64.6K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 56 $63.4K 0.03% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 52 $59K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 52 $58.9K 0.02% +10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $57.8K 0.01% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $57.8K 0.01% -9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50 $56.6K <0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 49 $55.5K 0.05% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 49 $55.5K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 48 $54.4K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 47 $53.2K <0.01% -3 13F-HR Timeline Group Axxion S.A. More: the full row for Axxion S.A. 47 $53.2K <0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 47 $53K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 46 $52.1K 0.03% +17 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 46 $51.4K 0.03% -2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 45 $51.2K <0.01% +1 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 45 $51K 0.05% -33 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 42 $47.6K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 40 $45.3K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 39 $44.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 39 $44K <0.01% -4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 38 $42.3K 0.05% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 37 $41.9K 0.01% 0 13F-HR Timeline