Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 848 $18.2K -414 Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 818 $17.6K 0.01% +18 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 800 $17.2K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 800 $17.2K <0.01% -2,800 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 800 $17.2K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 791 $17K 0.02% 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 778 $16.7K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 775 $16.6K <0.01% +3 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) 754 $16.2K <0.01% -6,172 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 729 $15.6K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 700 $15K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 700 $15K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 691 $15K 0.01% -15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 661 $14K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 652 $14K <0.01% -16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 628 $13.5K <0.01% -11,999 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 616 $13.2K <0.01% +155 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $12.9K <0.01% -685 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 571 $12.3K <0.01% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 500 $10.7K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $10.7K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 490 $10.5K 0.01% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 440 $9.44K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 416 $8.93K <0.01% +132 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 405 $8.69K <0.01% -5 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $8.58K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 400 $8.58K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 396 $8.5K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 382 $8.2K <0.01% -132 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 336 $7.21K <0.01% -98 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 322 $6.91K <0.01% -367 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 318 $6.83K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 307 $6.58K <0.01% -114 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 301 $6.47K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 300 $6.44K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 300 $6.44K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 291 $6.25K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 280 $6.01K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 234 $5.88K <0.01% +50 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 255 $5.48K <0.01% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 243 $5.21K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 242 $5.19K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 240 $5.15K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 240 $5.15K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 226 $5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 210 $4.51K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 207 $4.44K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 207 $4.44K <0.01% -754 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 203 $4.36K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 200 $4.29K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 200 $4K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 185 $3.97K <0.01% 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 175 $3.75K <0.01% -460 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 165 $3.54K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 163 $3.5K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 149 $3.2K <0.01% 0 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 144 $3.09K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 139 $2.98K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 129 $2.77K <0.01% -94 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 127 $2.73K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 129 $2.72K <0.01% +1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 125 $2.68K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 125 $2.68K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 120 $2.58K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 118 $2.53K <0.01% +3 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 118 $2.53K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 111 $2.38K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 109 $2.34K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $2.27K <0.01% 0 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 105 $2.25K <0.01% +35 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 102 $2.18K <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 125 $2K <0.01% +55 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 124 $2K <0.01% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 115 $2K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $2K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 89 $1.91K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 79 $1.7K <0.01% -30 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 78 $1.67K <0.01% -714 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 75 $1.61K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 71 $1.52K <0.01% -40 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 68 $1.46K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 65 $1.4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,355 $1.35K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $1.35K <0.01% +6 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 60 $1.29K <0.01% -60 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 57 $1.22K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 56 $1.2K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 50 $1.07K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 48 $1.03K <0.01% +19 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 47 $1.01K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 46 $1K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 50 $1K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $1K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45 $966 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $795 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 37 $794 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $773 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 36 $773 <0.01% +35 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 36 $773 <0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 34 $730 <0.01% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 32 $687 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $687 <0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31 $665 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30 $642 <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26 $548 <0.01% +1 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 21 $451 <0.01% -9 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 21 $450 <0.01% -9 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 20 $437 <0.01% new 13F-HR/A Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $430 <0.01% 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 20 $429 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16 $343 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $322 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14 $300 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $236 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9 $196 <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9 $193 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $152 <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7 $150 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $129 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $64 <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3 $54 <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2 $47 <0.01% 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2 $46 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $22 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $21 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $14 <0.01% new 13F-HR Timeline