CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,147 $287K 0.01% -176 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,145 $287K 0.2% +53 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,138 $285K <0.01% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,132 $284K <0.01% -239,033 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,128 $283K 0.02% new 13F-HR Timeline Group EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 1,127 $282K 0.17% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,125 $282K 0.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,124 $282K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,122 $281K 0.03% +30 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,121 $281K 0.15% -446 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,110 $278K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,104 $277K 0.01% +179 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,102 $276K 0.03% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,101 $276K <0.01% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,100 $276K 0.05% -18,000 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,100 $276K 0.16% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,097 $275K 0.02% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,095 $274K 0.11% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,092 $274K 0.01% +440 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,086 $272K 0.05% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,082 $271K 0.02% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,080 $271K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,043 $270K 0.17% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,076 $270K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,077 $269K 0.07% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,073 $269K 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,069 $268K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,057 $265K 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,056 $265K 0.13% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,054 $264K 0.08% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,049 $263K 0.03% -47 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,044 $262K <0.01% +219 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,045 $262K 0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,043 $261K 0.04% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,041 $261K 0.05% -495 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,041 $261K 0.02% +828 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,031 $258K 0.08% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,027 $257K 0.13% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,027 $257K 0.02% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 1,027 $257K 0.07% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,025 $257K 0.03% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,025 $257K 0.16% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,022 $256K 0.11% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,020 $256K 0.11% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,015 $254K 0.08% new 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,008 $253K 0.07% -523 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,008 $253K 0.09% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,006 $252K 0.04% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,005 $252K 0.03% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 850 $251K <0.01% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,000 $251K 0.01% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,000 $251K 0.04% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,000 $251K 0.13% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $251K 0.11% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 996 $250K 0.05% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 994 $249K 0.05% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 989 $248K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 985 $247K 0.1% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 984 $247K 0.01% +11 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 983 $246K 0.03% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 980 $246K 0.09% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 971 $243K 0.02% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 971 $243K 0.03% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 969 $243K 0.03% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 966 $242K 0.12% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 963 $241K 0.05% -20 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 963 $241K <0.01% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 836 $240K 0.03% -631 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 953 $239K 0.05% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 947 $237K 0.02% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 947 $237K 0.03% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 946 $237K 0.25% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 935 $234K 0.17% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 933 $234K <0.01% -913 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 932 $234K 0.02% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 929 $233K 0.1% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 928 $233K 0.02% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 927 $232K 0.06% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 927 $232K +76 Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 925 $232K 0.21% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 921 $231K 0.17% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 920 $231K 0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 913 $229K 0.05% -644 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 911 $228K 0.02% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 911 $228K 0.07% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 900 $226K 0.01% -620 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 900 $226K 0.21% +800 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 900 $226K 0.14% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 895 $224K <0.01% -1,179 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 895 $224K 0.1% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 893 $224K 0.01% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 891 $223K 0.04% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 891 $223K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,089 $223K 0.07% +1,594 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 889 $223K 0.03% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 886 $222K 0.01% -130,703 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 717 $220K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 877 $220K 0.02% -39 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 876 $220K 0.08% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 875 $219K 0.02% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 873 $219K 0.08% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 864 $217K 0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 860 $215K 0.01% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 860 $215K 0.2% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 857 $215K 0.04% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 828 $215K 0.12% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 855 $214K <0.01% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 854 $214K 0.06% -406 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 852 $213K <0.01% new 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 850 $213K 0.04% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 850 $213K 0.03% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 846 $212K 0.05% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 846 $212K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 843 $211K 0.02% -317 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 843 $211K 0.1% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 842 $211K 0.04% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 841 $211K 0.04% -6,631 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 841 $211K 0.27% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 807 $210K 0.07% -443 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 837 $210K 0.17% -605 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 836 $209K 0.05% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 831 $208K 0.02% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 830 $208K 0.02% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 829 $208K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 820 $205K 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 817 $205K 0.01% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 815 $204K 0.05% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 813 $204K 0.06% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 811 $203K 0.05% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 811 $203K 0.03% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 810 $203K 0.03% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 810 $203K 0.01% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 801 $201K 0.08% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 800 $200K 0.17% new 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 600 $199K 0.15% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 768 $193K 0.01% +72 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 757 $189K 0.18% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 690 $173K 0.04% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 672 $168K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 670 $168K 0.04% -24,768 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 664 $166K 0.09% +85 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 661 $166K 0.19% -2,384 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 661 $166K 0.06% +601 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 649 $163K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 630 $158K <0.01% +330 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 613 $154K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 612 $153K <0.01% +37 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 605 $152K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 600 $150K 0.02% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 596 $149K <0.01% +409 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 590 $148K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 582 $146K 0.08% -17 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 579 $145K 0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 579 $145K 0.02% +429 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 578 $145K 0.01% +135 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 557 $140K 0.07% +20 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 542 $136K 0.01% +35 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 527 $132K 0.01% +18 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 526 $132K 0.01% +139 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 524 $131K 0.07% +466 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 518 $130K 0.02% -20 13F-HR Timeline Quarry LP More: the full row for Quarry LP 518 $130K 0.03% -138 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 517 $130K 0.03% -120 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 514 $129K 0.02% +45 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 511 $128K 0.04% +102 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 510 $128K 0.04% +273 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 494 $124K 0.04% +5 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 484 $121K 0.01% -238 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 462 $116K 0.51% new 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 438 $110K <0.01% -34 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 437 $110K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 422 $106K 0.05% +75 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 398 $103K <0.01% +129 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 409 $102K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 408 $102K 0.02% +94 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 406 $102K 0.04% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 396 $99.2K 0.03% +364 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 396 $99.2K 0.1% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 390 $97.7K 0.03% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 382 $95.8K 0.01% +268 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 369 $92.5K 0.01% +220 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 351 $88K 0.03% +113 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 350 $87.7K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 344 $86.2K 0.01% +52 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 339 $85K 0.02% -104 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 250 $83.7K 0.05% +75 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 330 $82.7K <0.01% +263 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 330 $82.7K 0.04% -70 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 325 $81.4K 0.03% -1,125 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 316 $79.2K 0.02% +31 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 315 $78.9K 0.07% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 304 $76.2K 0.04% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 303 $75.9K 0.01% +90 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 301 $75.4K 0.03% +152 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 284 $73.7K 0.02% +117 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 292 $73.1K 0.01% -21 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 275 $71.9K 0.01% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 280 $70.2K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 280 $70.2K <0.01% -1,470 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 279 $69.9K 0.01% new 13F-HR Timeline