MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 10,350 $338K 0.04% -750,894 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,209 $333K 0.03% -854 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,201 $331K 0.01% +2,152 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,126 $330K <0.01% +1,161 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 10,043 $328K 0.01% -564 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,019 $327K 0.05% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,994 $326K 0.02% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,992 $326K 0.03% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,989 $326K 0.07% -556 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,927 $324K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,912 $323K <0.01% +7,925 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,894 $323K 0.21% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,694 $320K 0.1% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,529 $311K 0.06% +2,099 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,400 $307K 0.01% +1,536 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,295 $303K 0.01% +8,951 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,245 $302K 0.02% +1,096 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,172 $302K 0.03% -467 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,244 $302K 0.13% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,175 $299K 0.03% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,089 $296K 0.11% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 9,080 $296K 0.41% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,065 $295K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,041 $295K 0.01% +23 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 8,997 $293K 0.01% +1,342 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,996 $293K 0.03% +1,766 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 8,993 $293K 0.18% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,909 $291K 0.19% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,890 $290K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,884 $290K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,818 $288K 0.13% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,800 $287K 0.22% -1,451 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,742 $285K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,717 $284K 0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,704 $284K 0.12% +1,062 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,693 $284K <0.01% +509 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 8,654 $282K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,631 $282K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,550 $279K 0.04% +371 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 8,447 $276K 0.14% +655 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,403 $274K 0.03% +55 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,342 $272K <0.01% -1,578 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,296 $271K 0.04% +98 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,263 $270K 0.16% +126 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,235 $269K 0.26% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,164 $266K 0.02% -4,000 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 7,849 $256K 0.03% -2,926 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 7,801 $254K 0.01% -409 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 7,602 $248K 0.13% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,595 $248K 0.02% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 7,538 $246K 0.17% -71 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,429 $246K 0.06% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,489 $244K <0.01% -4,135 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 7,372 $240K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,344 $240K 0.01% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,315 $239K 0.02% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,313 $239K <0.01% -536 13F-HR Timeline Group Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 7,217 $235K 0.21% 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7,180 $234K <0.01% -44 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,055 $230K 0.13% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,980 $228K 0.03% -3,236 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,953 $227K 0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,880 $224K 0.03% -356 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 6,805 $222K 0.08% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,655 $217K <0.01% +1,613 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,640 $217K 0.01% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,646 $216K 0.06% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,620 $216K 0.04% +6,524 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,570 $214K 0.12% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,895 $214K 0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,550 $214K 0.08% +1,400 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,545 $213K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,532 $213K 0.16% +7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,497 $212K 0.01% -1,629 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,424 $210K 0.08% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,381 $208K 0.02% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 6,360 $207K 0.02% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,240 $204K 0.01% +5,470 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 6,204 $202K <0.01% -8,714 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,168 $201K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,915 $193K 0.16% +200 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 5,654 $187K <0.01% -6,452 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 5,636 $184K 0.03% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,606 $183K 0.03% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,255 $183K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,524 $180K 0.04% +1,030 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,464 $178K 0.06% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,382 $176K 0.13% +1,000 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,263 $172K 0.02% +159 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,207 $170K 0.05% new 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 5,142 $168K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,925 $160K <0.01% +311 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,744 $155K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,688 $153K <0.01% -1,188 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,740 $153K 0.07% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,593 $150K <0.01% +359 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,489 $146K 0.09% +20 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,470 $146K 0.05% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,894 $145K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,275 $139K 0.03% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4,232 $138K 0.1% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,042 $132K <0.01% -3,278 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,988 $129K <0.01% +357 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,688 $120K 0.01% +2,261 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,507 $116K 0.07% +1,433 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,531 $115K <0.01% +887 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,446 $112K 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 3,397 $110K <0.01% -195,452 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,350 $109K <0.01% +1,665 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,300 $108K 0.03% +141 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,264 $106K <0.01% +1,498 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,194 $104K <0.01% +30 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,005 $98K <0.01% +282 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 2,889 $94.2K 0.02% +1,770 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,112 $93K 0.06% -930 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,610 $85.1K 0.02% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,608 $85.1K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,538 $82.8K <0.01% +2,338 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,475 $80.7K <0.01% +565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,481 $79.4K 0.01% +101 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,350 $76.7K <0.01% +292 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 2,296 $74.9K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,218 $72.3K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,194 $71.6K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,168 $70.7K 0.05% 0 13F-HR/A Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 2,139 $69K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,013 $65.7K <0.01% +249 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,964 $64K <0.01% -99 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,850 $60.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,817 $59.3K <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,779 $58.8K <0.01% +6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,571 $51.2K 0.01% -47 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,543 $50.3K <0.01% +525 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,500 $48.9K 0.01% -1,000 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,500 $48.9K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,433 $46.7K 0.02% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,415 $46.2K 0.07% +21 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,301 $42.4K 0.03% +625 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,260 $41.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,236 $40K <0.01% -1,449 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 870 $37.1K 0.03% -514 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,129 $36.8K 0.03% -1,078 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,128 $36.8K 0.01% +17 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,124 $36.7K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,123 $36.6K <0.01% +749 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,123 $36.6K 0.03% +709 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,076 $35.1K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,073 $35K 0.01% +18 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,003 $32.7K <0.01% +786 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 895 $29K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 883 $28.8K <0.01% -1,065 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 879 $28.5K +220 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 869 $28.3K <0.01% +50 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 785 $25.6K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 750 $24.5K <0.01% 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 740 $24.1K 0.02% +304 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 685 $22.3K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 667 $21.8K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 658 $21.5K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 655 $21.4K <0.01% -61 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 648 $21.1K 0.01% -88 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 614 $20K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 600 $20K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 589 $19K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 559 $18.2K 0.01% +300 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 550 $17.9K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 532 $17.4K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 519 $17.1K <0.01% new 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 500 $16.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 500 $16.3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 497 $16.2K <0.01% -14 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 491 $16K <0.01% -584 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 469 $15.3K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 454 $14.8K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 440 $14.4K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 434 $14.2K <0.01% +10 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 433 $14.1K 0.02% +204 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 478 $14K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 414 $13.5K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 407 $13.3K <0.01% +5 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $13K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 386 $12.6K <0.01% -178 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 375 $12.2K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 345 $11.3K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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