Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,463 $308K 0.02% -746 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,346 $305K +8,960 Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,321 $304K 0.01% +324 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,301 $303K 0.04% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,202 $300K 0.1% +113 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 9,158 $299K 0.04% +1,309 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,153 $298K 0.06% -2,618 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,103 $297K 0.06% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,101 $297K <0.01% +2,446 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,029 $294K 0.01% +2,532 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,905 $294K 0.08% -789 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,011 $294K 0.03% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 8,993 $293K 0.17% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,876 $289K 0.08% +2,452 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,805 $287K <0.01% +112 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,800 $287K 0.2% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,776 $286K 0.02% -469 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,622 $281K 0.02% -32 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,594 $280K 0.01% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,577 $280K 0.09% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,550 $279K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8,512 $278K 0.16% -3,265 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 8,495 $277K 0.03% -1,855 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 8,431 $275K 0.12% -16 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,419 $274K 0.25% +184 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,404 $274K 0.02% -771 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,374 $273K 0.16% +111 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,306 $271K 0.01% -584 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,279 $270K <0.01% +1,734 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,187 $267K 0.01% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,099 $264K 0.05% -1,430 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,092 $264K 0.02% +1,837 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,090 $264K 0.04% -206 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,054 $263K <0.01% -688 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,905 $260K 0.01% +1,010 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,900 $260K 0.01% new 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,984 $260K 0.17% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,960 $259K 0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,942 $259K <0.01% -400 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,931 $259K 0.01% -700 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 7,891 $257K <0.01% -34,635 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,852 $256K 0.03% +2,328 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,715 $256K 0.01% +6,592 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,608 $251K 0.02% -1,564 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,629 $249K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,627 $249K 0.02% -1,369 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 7,603 $248K 0.12% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,584 $247K 0.03% +7,084 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 7,582 $247K 0.01% -219 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,577 $247K 0.04% +957 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 7,475 $244K 0.24% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 7,454 $243K 0.15% -84 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,431 $242K 0.01% +87 13F-HR/A Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,290 $241K 0.06% -139 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,374 $240K 0.04% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,339 $239K <0.01% +26 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,271 $237K 0.02% +391 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,226 $236K 0.19% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,220 $235K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,204 $235K <0.01% +3,162 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 7,138 $233K 0.08% +333 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,130 $232K 0.02% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 7,126 $232K 0.07% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,077 $231K 0.09% -1,627 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,050 $230K 0.01% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,051 $230K 0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,044 $230K 0.06% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 7,025 $229K 0.02% -17,699 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 6,984 $228K 0.03% +1,348 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,980 $228K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,931 $226K <0.01% -1,786 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 6,924 $226K <0.01% -256 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,814 $225K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,892 $225K 0.01% -703 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,883 $224K 0.03% +6,644 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,665 $223K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,839 $223K 0.01% -4,121 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,836 $223K 0.05% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,818 $222K 0.01% -2,066 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,810 $222K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,796 $222K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,635 $216K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,634 $216K <0.01% -855 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,646 $216K 0.06% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,621 $216K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,592 $215K 0.01% new 13F-HR/A Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,570 $214K 0.11% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,550 $214K 0.07% 0 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,539 $213K 0.15% +7 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 6,579 $212K 0.01% +1,316 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,387 $208K <0.01% -23,393 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,385 $208K 0.01% new 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 6,284 $207K <0.01% +630 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,354 $207K 0.08% +1,614 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 6,360 $207K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,294 $205K <0.01% +126 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,144 $200K <0.01% +1,551 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,965 $194K 0.15% +50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,555 $181K 0.02% -51 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,491 $179K 0.04% +2,602 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,382 $175K 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,079 $169K <0.01% -1,185 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 5,142 $168K 0.04% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,604 $150K 0.01% -1,636 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 4,575 $149K <0.01% +1,967 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,545 $148K 0.05% +4,389 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,524 $147K 0.08% +35 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,470 $146K 0.04% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4,423 $144K 0.09% +191 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,368 $142K <0.01% -320 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,167 $136K <0.01% +636 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,114 $136K <0.01% +126 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,627 $120K 0.07% +120 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 Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,180 $104K <0.01% -170 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,112 $103K 0.06% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,106 $101K <0.01% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,052 $99.5K <0.01% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,005 $98K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,907 $94.7K <0.01% +689 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,730 $89K 0.06% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,080 $85.4K <0.01% -6,215 13F-HR Timeline Group 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 UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,583 $84.2K <0.01% +108 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,487 $80.3K 0.01% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,322 $75.7K <0.01% -28 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 2,296 $74.8K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,200 $71.7K <0.01% +350 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 BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,100 $68.5K 0.02% -1,200 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,032 $67.1K <0.01% +253 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,019 $65.8K <0.01% +6 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,922 $62.7K <0.01% +105 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,865 $61.6K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,788 $58.3K 0.03% +487 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,569 $51K <0.01% +333 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,500 $48.9K 0.01% 0 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 Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,424 $46.4K 0.01% +351 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,400 $46K <0.01% -1,794 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,313 $42.8K 0.04% +190 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 Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,224 $39.9K 0.03% +95 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,154 $37.6K <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,140 $37.2K <0.01% +137 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,126 $36.7K 0.02% +256 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,124 $36.6K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,061 $34.6K <0.01% -482 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $32.6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 885 $28.9K <0.01% +16 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 883 $28.8K +4 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 872 $28K <0.01% +724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Headlands Technologies LLC More: the full row for Headlands Technologies LLC 846 $27.6K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 829 $27K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 799 $26K <0.01% new 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 $24.4K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 711 $23.2K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 686 $22.4K 0.01% +38 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 THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 683 $22.3K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 667 $21.7K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 662 $21.6K 0.02% +229 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% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 629 $20K 0.01% +40 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 600 $20K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 593 $19.3K <0.01% +102 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 559 $18.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 542 $17.8K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 525 $17.1K <0.01% +125 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% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 500 $16K <0.01% -1,464 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 445 $14.5K 0.01% -295 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 440 $14.3K <0.01% +180 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 440 $14.3K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 438 $14.3K <0.01% -94 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 434 $14.1K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 420 $13.7K <0.01% new 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 411 $13.4K <0.01% +4 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 375 $12.2K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 374 $12.2K <0.01% +146 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 361 $11.8K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 346 $11.3K <0.01% +14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 345 $11.2K <0.01% -269 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 345 $11.2K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 337 $11K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 321 $10.5K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 316 $10.3K 0.01% -138 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 307 $10K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 298 $9.59K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 293 $9.55K <0.01% -2,245 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 284 $9.38K <0.01% +210 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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