POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 595 $71.8K 0.09% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 586 $70.8K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 577 $70K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 570 $68.9K <0.01% +32 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 560 $67.7K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 530 $64K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 504 $60.9K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 500 $60.4K 0.05% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 490 $59.2K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 490 $59.2K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 484 $58.5K 0.03% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 475 $57.4K 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 470 $56.8K <0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 463 $55.9K <0.01% +1 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 458 $55.3K 0.03% -60,680 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 450 $54.4K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 446 $54K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 439 $53K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 417 $50.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 415 $50.1K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 406 $49K 0.02% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 400 $48.3K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $48.3K 0.02% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 397 $48K 0.02% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 390 $47.1K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 388 $46.9K <0.01% -6 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 379 $45.8K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 373 $45.1K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 365 $44.1K 0.01% -179 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 358 $43.2K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 357 $43.1K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 353 $42.6K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 350 $42.3K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 350 $42.3K 0.01% 0 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 348 $42K <0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 347 $41.9K 0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 345 $41.7K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 345 $41.7K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 343 $41.4K <0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 341 $41.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 332 $40.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 326 $39.4K 0.01% +90 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 320 $38.7K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 307 $37.1K <0.01% -985 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 305 $36.9K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 300 $36.2K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 299 $36.1K <0.01% +1 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 295 $35.6K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 291 $35.2K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 288 $34.8K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 286 $34.6K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 285 $34.4K 0.03% -1,281 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 276 $33.3K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 272 $32.8K <0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 270 $32.6K 0.03% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 268 $32.5K 0.04% -100 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 250 $30.2K <0.01% -7 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 240 $29K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 234 $28.3K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 233 $28.1K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 230 $27.8K <0.01% -50 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 226 $27.3K 0.02% +29 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 212 $25.6K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 207 $25K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 205 $24.8K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 200 $24.2K 0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 200 $24.2K <0.01% new 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 200 $24K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 187 $22.6K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 169 $20.4K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 164 $19.8K 0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 154 $19K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $18.1K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 138 $16.7K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 137 $16.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 136 $16.4K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 130 $15.7K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 130 $15.7K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 127 $15.3K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 125 $15.1K <0.01% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 125 $15.1K 0.01% -53 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 124 $15K <0.01% +63 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 123 $14.9K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 122 $14.8K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 122 $14.7K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 121 $14.7K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 120 $14.5K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 120 $14.5K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $14.2K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 115 $13.9K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 111 $13.4K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 111 $13.4K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 107 $12.9K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 105 $12.7K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 103 $12.4K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 102 $12.3K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $12.1K <0.01% new 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 99 $12K <0.01% +43 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 99 $12K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 99 $11.9K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 98 $11.9K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 98 $11.9K <0.01% +97 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 92 $11.1K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 90 $10.9K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 87 $10.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 84 $10.1K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 80 $9.65K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 75 $9.06K 0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 75 $9.06K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 70 $8.46K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 60 $7.25K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 60 $7K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 57 $6.89K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 55 $6.62K <0.01% -80 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 53 $6.4K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 50 $6.1K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 49 $5.92K <0.01% -49 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 49 $5.92K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 43 $5.2K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 39 $4.71K <0.01% -49 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 35 $4.28K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 35 $4.23K <0.01% -1,340 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 37 $4K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 25 $3.02K <0.01% -25 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30 $3K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 22 $2.66K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 17 $2.05K <0.01% -1,784 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13 $1.57K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 12 $1.43K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11 $1.33K <0.01% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 9 $1.09K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $977 <0.01% -222 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $242 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1 $121 <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.