Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 242 $81.1K 0.03% +46 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 238 $79.7K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 235 $78.8K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 232 $77.7K 0.06% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 230 $77K 0.01% +108 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 156 $52.2K <0.01% +11 13F-HR/A Timeline Sankala Group LLC More: the full row for Sankala Group LLC 189 $51.3K 0.03% +25 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 152 $50.9K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 151 $50.6K 0.01% +1 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $50.2K 0.03% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $50.2K 0.11% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 148 $49.6K 0.01% +69 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 146 $48.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 145 $48.5K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 145 $48.5K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 144 $48.2K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 142 $47.5K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 142 $47.5K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 138 $46.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 136 $45.5K 0.02% +13 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 135 $45.2K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 132 $44.2K 0.01% +43 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Lloyd Advisory Services, LLC. 104 $34.8K 0.01% -1,253 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 103 $34.5K 0.01% -1,293 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $33.5K 0.01% 0 13F-HR/A Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $33.5K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 97 $32.5K 0.01% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 93 $31.1K 0.01% -10 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 92 $31K <0.01% +7 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 92 $30.8K 0.01% +44 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 89 $29.8K 0.01% +26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 88 $29.5K <0.01% +32 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 83 $27.8K <0.01% +1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 83 $27.8K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 80 $26.8K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 78 $26.1K 0.02% +75 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 79 $26K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 76 $25.4K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for AMERIFLEX GROUP, INC. 76 $25.4K 0.01% +30 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 75 $25.1K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 74 $24.8K <0.01% +34 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 70 $23.4K <0.01% +3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 70 $23.4K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 69 $23.1K 0.02% +20 13F-HR Timeline CNB Bank More: the full row for CNB Bank 68 $22.8K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 67 $22.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 67 $22.4K 0.01% +17 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 66 $22.1K <0.01% +14 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 65 $21.8K 0.01% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 80 $21.7K 0.01% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 64 $21.4K <0.01% +37 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 63 $21.1K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 62 $21K <0.01% +11 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 60 $20.1K 0.01% +7 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 55 $18.4K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 53 $17.7K <0.01% +24 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 53 $17.7K <0.01% +11 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 52 $17.4K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 51 $17.1K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50 $16.7K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 50 $16.7K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 49 $16.4K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 47 $15.7K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 46 $15.4K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 46 $15.4K <0.01% -77 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 45 $15.1K <0.01% +1 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 48 $14.7K <0.01% -10 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 44 $14.7K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 42 $14.1K <0.01% +1 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 42 $14.1K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 40 $13.4K <0.01% +6 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 41 $13.4K 0.01% -16 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 40 $13.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 40 $13.4K 0.01% new 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 39 $13.1K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 38 $13K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 40 $12.5K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 35 $11.7K <0.01% -7 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 35 $11.7K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $11.4K <0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 32 $10.7K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30 $10K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 30 $10K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 29 $9.71K <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 29 $9.55K <0.01% new 13F-HR Timeline Planning Strategies Inc. 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More: the full row for IMG Wealth Management, Inc. 23 $7.7K <0.01% +20 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $7.37K <0.01% +7 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 22 $7.37K <0.01% +10 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 22 $7.37K <0.01% new 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 22 $7.37K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 22 $7.37K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 22 $7.37K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 21 $7.03K <0.01% +9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 19 $6.36K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 19 $6.36K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 20 $6.36K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18 $6.03K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $6.03K <0.01% +2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 17 $5.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $5.36K <0.01% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 14 $4.69K <0.01% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 13 $4.35K <0.01% +9 13F-HR Timeline NBH Bank More: the full row for NBH Bank 13 $4.35K <0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 15 $4.33K <0.01% -41 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 12 $4.02K <0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 12 $4.02K <0.01% new 13F-HR/A Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $4.02K <0.01% +7 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 12 $4.02K <0.01% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 12 $4.02K <0.01% -148 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10 $3.35K <0.01% -20 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.35K <0.01% -54,150 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10 $3.35K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10 $3.35K <0.01% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 10 $3.35K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 10 $3.35K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 10 $3.35K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9 $3.01K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $3K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 9 $3K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $2.99K <0.01% -43 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 8 $2.68K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 8 $2.68K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $2.34K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7 $2.34K <0.01% 0 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 7 $2.34K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 6 $2.06K <0.01% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6 $2.01K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6 $2.01K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 8 $2K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5 $1.68K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $1.68K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $1.68K <0.01% +1 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 5 $1.67K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5 $1.67K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $1.67K <0.01% -4 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $1.67K <0.01% -2 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4 $1.34K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4 $1.34K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4 $1.34K <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. 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