Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 2,384 $211K 0.13% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,380 $211K 0.01% +46 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,362 $209K <0.01% -545 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,352 $209K <0.01% -1 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,345 $208K 0.02% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,333 $207K 0.03% 0 13F-HR Timeline Group Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,319 $206K 0.08% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,302 $204K <0.01% -3 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,291 $203K 0.07% -7 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 2,291 $203K 0.05% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,264 $201K <0.01% 0 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,247 $199K 0.14% +507 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,207 $195K 0.05% +20 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,977 $183K 0.12% +287 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,036 $181K 0.04% -85 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,024 $180K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,956 $173K 0.01% -326 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,947 $173K <0.01% -419 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 1,866 $165K 0.05% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,831 $162K 0.01% -2,125 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,755 $156K <0.01% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,739 $154K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,565 $139K 0.01% +87 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,495 $133K <0.01% +113 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,449 $128K <0.01% -191 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,428 $127K <0.01% -829 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,418 $126K 0.08% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,387 $123K <0.01% -44 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,257 $111K <0.01% -1,316 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,243 $110K 0.01% +2 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,240 $110K 0.01% -231 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,232 $109K <0.01% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,221 $108K <0.01% +320 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,134 $101K <0.01% -8,733 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,093 $96.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,083 $96K 0.01% -2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,086 $96K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,025 $90.9K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 967 $85.8K 0.01% +255 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 964 $85.5K 0.01% -1,570 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 930 $82.5K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 916 $81.2K <0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 879 $78K <0.01% -689 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 865 $76.7K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 848 $75.2K 0.01% -12 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 830 $73.7K 0.05% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,547 $72.3K 0.06% +1,352 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 806 $71.5K <0.01% -292 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 770 $68.3K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 734 $65.1K <0.01% -344 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 717 $63.7K 0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 711 $63K 0.01% -15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 704 $62.4K <0.01% -1,000 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 698 $61.9K 0.03% +393 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 684 $60.7K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 667 $59.1K 0.03% -17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 659 $58.4K <0.01% +106 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 652 $57.8K <0.01% +53 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 648 $57K <0.01% -126 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 640 $57K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 635 $56.4K 0.03% -113 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 598 $54K <0.01% -148 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 595 $52.8K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 563 $48K <0.01% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 534 $47.4K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 533 $47.3K <0.01% -39 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 520 $46.1K 0.01% -353 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 519 $46K 0.02% +515 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 515 $45.7K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 504 $44.7K <0.01% -44 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 500 $44.3K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 492 $43.6K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 482 $42.7K 0.02% -31 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 477 $42.3K <0.01% -6,546 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 466 $41.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 466 $41.3K 0.01% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 462 $41K 0.01% -200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 459 $40.7K <0.01% -5 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 457 $40.5K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 439 $38.9K <0.01% +121 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 437 $38.8K <0.01% -16 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 427 $37.9K <0.01% -72 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 421 $37.3K <0.01% -26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 415 $36.8K <0.01% +1 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 400 $35.5K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 400 $35.5K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 398 $35.3K <0.01% +9 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 397 $35.2K 0.04% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 395 $35K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 372 $33K 0.02% -15 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 368 $32.6K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 362 $32.1K 0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 354 $31.4K <0.01% +28 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 352 $31.2K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 351 $31.1K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 348 $31K <0.01% -3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 339 $30.1K <0.01% +201 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 336 $29.8K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 328 $29.1K <0.01% -492 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 326 $28.9K 0.01% +220 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 320 $28.4K <0.01% +14 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 320 $28.4K 0.01% -78 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 316 $28K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 315 $28K <0.01% +4 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 311 $27.6K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 302 $26.8K 0.01% +120 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 299 $26.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 286 $25.4K <0.01% -6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 285 $25.3K <0.01% -3,466 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 267 $24K 0.01% +144 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 270 $23.9K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 267 $23.7K <0.01% -48 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 266 $23.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 265 $23.5K 0.01% +243 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 258 $22.9K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 257 $22.8K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 254 $22.6K <0.01% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 248 $22K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 241 $21.4K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 235 $20.8K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 233 $20.7K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 229 $20.3K 0.01% +149 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 226 $20K <0.01% +153 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 217 $19.2K <0.01% +21 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 216 $19.2K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 210 $18.6K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 207 $18.4K <0.01% -144,585 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 207 $18.4K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 203 $18K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 201 $17.8K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $17.7K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 199 $17.6K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 199 $17.6K 0.01% -1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 193 $17.1K <0.01% -1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 188 $16.7K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 182 $16.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 183 $16K <0.01% -1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 179 $15.9K <0.01% -7 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 179 $15.9K <0.01% +80 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 178 $15.8K <0.01% +62 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 176 $15.6K <0.01% -11 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 172 $15.3K <0.01% +169 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 164 $14.5K <0.01% +28 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 164 $14.5K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 159 $14.5K <0.01% -1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 153 $13.6K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 152 $13.5K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 151 $13.4K <0.01% +108 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $13.3K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 150 $13.3K <0.01% +92 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 144 $12.8K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 142 $12.6K <0.01% +98 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 142 $12.6K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 140 $12.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 135 $12K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 134 $11.9K 0.01% -55 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 134 $11.9K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 133 $11.9K <0.01% +12 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 132 $11.7K <0.01% -13 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 132 $11.7K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 123 $10.9K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 119 $10.6K <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 118 $10.5K 0.01% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 116 $10.3K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 116 $10.3K <0.01% -4 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 116 $10.3K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 115 $10.2K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 114 $10.1K <0.01% +100 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 113 $10K <0.01% -121 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 113 $10K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 113 $10K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 111 $9.84K <0.01% -620 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 104 $9.22K <0.01% -29 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 104 $9.22K <0.01% +13 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 103 $9.13K <0.01% +7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 102 $9.04K <0.01% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 103 $9K <0.01% +1 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 100 $8.87K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94 $8.34K <0.01% +24 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 94 $8.34K <0.01% +1 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 92 $8.17K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 97 $8.16K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 85 $8.01K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 89 $7.94K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $7.71K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 86 $7.63K <0.01% +62 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 86 $7.63K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 83 $7.4K 0 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 81 $7.18K <0.01% +53 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 81 $7.18K <0.01% -26 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 78 $6.93K <0.01% -43 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 77 $6.83K <0.01% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 77 $6.83K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 77 $6.83K 0.01% +8 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 75 $6.68K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $6.66K <0.01% -18 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 75 $6.65K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 74 $6.56K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 73 $6.49K <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 73 $6.47K <0.01% 0 13F-HR Timeline Group