Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,774 $337K 0.02% +148 13F-HR Timeline Stolper Co More: the full row for Stolper Co 1,766 $335K 0.1% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,762 $334K <0.01% -1,868 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,788 $331K 0.01% -5,807 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,743 $331K +191 Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,709 $324K 0.02% +125 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,700 $323K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,664 $316K <0.01% +316 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,650 $313K 0.12% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,646 $312K 0.12% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,646 $312K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,639 $311K 0.01% -198 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,626 $309K 0.03% +173 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,613 $307K 0.12% -851 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,602 $304K 0.02% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,616 $303K 0.01% +7 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,595 $303K 0.05% -75 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,588 $301K <0.01% -2,178 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,581 $300K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,579 $300K 0.04% -59 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,564 $297K 0.06% -131 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,556 $295K 0.08% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,554 $295K 0.22% +554 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,543 $293K 0.01% -575 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,518 $288K <0.01% -97 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,471 $279K 0.01% +710 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,445 $274K <0.01% -14,828 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,413 $268K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,411 $268K 0.01% +684 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,388 $263K 0.01% -243 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,384 $263K <0.01% +113 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,376 $261K <0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,353 $257K 0.01% -66 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,338 $254K 0.02% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,334 $253K 0.03% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,328 $252K 0.06% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 1,323 $251K 0.09% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,317 $250K 0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,317 $250K 0.25% +113 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,311 $249K 0.04% +156 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,302 $248K 0.04% -61 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,333 $246K 0.01% -235 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,285 $244K 0.03% -10 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,284 $244K 0.02% -184 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,271 $241K 0.02% +163 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,268 $241K 0.01% -546 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,263 $240K <0.01% +6 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,258 $239K 0.36% +331 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,249 $237K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,239 $235K 0.01% +79 13F-HR/A Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,231 $234K 0.13% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,225 $232K 0.01% -80 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,220 $231K 0.02% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,219 $231K 0.1% -500 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,213 $230K <0.01% -2,479 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,201 $228K 0.03% +161 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,200 $228K 0.12% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,192 $226K 0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,178 $224K <0.01% +68 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,319 $222K 0.17% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,208 $222K 0.01% new 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,163 $221K 0.03% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,301 $220K 0.11% -4,416 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,151 $218K 0.02% +43 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,149 $218K 0.01% -1,362 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,312 $216K <0.01% -29,844 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,129 $214K 0.01% new 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,129 $214K <0.01% -748 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,127 $214K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,127 $214K <0.01% -25,157 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,124 $213K <0.01% -15,581 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,108 $210K 0.04% +2 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,098 $208K <0.01% -1,568 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,095 $208K 0.04% +3 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,076 $204K 0.02% -20 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,076 $204K 0.03% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,069 $203K 0.41% -2,406 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,068 $203K 0.03% -1,662 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,016 $193K <0.01% -150 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,015 $193K <0.01% -631 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,005 $191K 0.01% -260 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 994 $189K -1,017 Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 993 $188K 0.01% -17 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 985 $187K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 962 $183K 0.01% +805 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 930 $176K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 903 $171K <0.01% +449 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOBAM More: the full row for TOBAM 872 $165K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 804 $153K 0.03% +8 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 792 $150K <0.01% +24 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 770 $146K 0.01% -796 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 715 $136K <0.01% +491 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 703 $133K 0.05% +40 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 664 $126K <0.01% -227 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 661 $125K 0.01% +546 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 652 $124K 0.01% +48 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 641 $122K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 634 $120K 0.02% +33 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 626 $119K 0.01% +361 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 540 $102K 0.01% -146 13F-HR Timeline Security National Bank More: the full row for Security National Bank 515 $97.7K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 505 $95.8K 0.11% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 500 $95K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 469 $89K 0.09% +122 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 469 $89K 0.04% -212 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 450 $85.4K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 448 $85K 0.01% +163 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 443 $84.1K 0.01% +402 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 438 $83.2K <0.01% +62 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 436 $82.7K <0.01% -237 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 434 $82.4K <0.01% -475 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 415 $78.7K 0.01% +308 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 415 $78.7K 0.04% -40 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 405 $76.8K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 400 $75.9K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 385 $73.1K <0.01% -111 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 376 $71.3K 0.01% -2 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 375 $71.2K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 384 $70.6K 0.05% -28 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 360 $68.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 357 $67.7K 0.02% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 362 $66.4K 0.01% -264 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 203 $63.2K 0.02% +43 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 333 $63.2K 0.01% -62 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 312 $59.2K 0.01% -70 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 300 $56.9K <0.01% -290 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 281 $54.2K 0.04% -16,526 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 285 $54.1K <0.01% +138 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 285 $54.1K 0.03% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 274 $52K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 270 $51.2K 0.01% -137 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 265 $50.3K 0.01% +30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 260 $49.3K <0.01% +25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $47.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 250 $47.4K 0.01% +41 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 249 $47.2K <0.01% +132 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 242 $45.9K <0.01% -630 13F-HR Timeline Quarry LP More: the full row for Quarry LP 241 $45.7K 0.01% -49 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 213 $40.4K <0.01% -1,056 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 210 $39.9K <0.01% -135 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 205 $38.9K <0.01% -235 13F-HR Timeline Group Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 205 $38.9K 0.02% new 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 202 $38.3K +105 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 194 $36.8K 0.01% -10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 192 $36.6K <0.01% +130 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 183 $34.7K 0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 182 $34.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 176 $33.4K <0.01% -7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 172 $32.6K <0.01% +64 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 173 $31.1K 0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 162 $30.7K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 162 $30.7K <0.01% -482 13F-HR/A Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 160 $30.4K <0.01% new 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 160 $30.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 157 $29.8K 0.01% +68 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 155 $29.4K <0.01% -311 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 150 $28.5K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $28.5K <0.01% -9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 157 $28.2K <0.01% +8 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 140 $25.9K <0.01% -14 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 133 $25.2K <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 132 $25K <0.01% +4 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 130 $24.7K 0.01% +26 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 128 $24.3K 0.01% 0 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 128 $24K <0.01% +58 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 121 $23.1K <0.01% -20 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 120 $22.8K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 120 $22.8K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 106 $20.1K <0.01% -28 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 106 $20.1K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 106 $20.1K 0.01% -107 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 104 $19.7K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 103 $19.5K <0.01% +20 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 106 $19.4K 0.02% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 100 $19K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $19K 0.01% -24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 99 $18.8K <0.01% -2 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 96 $18.2K <0.01% +18 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 94 $17.8K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 96 $17.8K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 91 $17.3K <0.01% -113 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 86 $16.3K <0.01% -39 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 82 $15.6K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 79 $15K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 77 $14.7K <0.01% -13 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 75 $14.2K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 74 $14K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 71 $13.5K 0.01% +25 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 70 $13.2K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 69 $13.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 68 $12.9K <0.01% +31 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 67 $12.7K 0.01% +8 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 65 $12.3K 0.01% -14,475 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 63 $12K <0.01% -4,898 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 62 $11.8K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 61 $11.6K <0.01% +21 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 60 $11.4K <0.01% -85 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 60 $11.4K 0.01% new 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 60 $11.4K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 59 $11.2K <0.01% -9 13F-HR Timeline