TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,303 $134K <0.01% -751 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,550 $134K 0.02% +2,316 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,368 $133K <0.01% +564 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 8,000 $127K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,843 $125K 0.07% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,563 $120K <0.01% -168 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,472 $119K <0.01% +5,571 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,409 $118K 0.01% -138 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,327 $115K 0.09% -274 13F-HR Timeline City State Bank More: the full row for City State Bank 7,067 $112K 0.03% +250 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,879 $109K <0.01% -154 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,562 $104K <0.01% -261 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 6,370 $101K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,330 $101K <0.01% -74 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,167 $97.9K <0.01% -19,018 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,949 $94K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,716 $90.8K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,696 $90.5K 0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,492 $87.2K <0.01% -221 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,419 $86.1K <0.01% +61 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,289 $84K <0.01% +375 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,000 $78.7K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,508 $75.7K <0.01% -87 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,734 $75.2K 0.01% +689 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,680 $74.3K <0.01% +183 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,478 $71.1K 0.01% +7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,374 $69.5K <0.01% +686 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 4,341 $68.9K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,335 $68.9K 0.01% +3,691 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,278 $67.9K 0.01% -81 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 4,029 $64K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,026 $63.9K <0.01% -301 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,967 $63K <0.01% +58 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,951 $62.7K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,809 $61K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,722 $59.1K <0.01% +493 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,715 $59K <0.01% -1,956 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,677 $58.4K <0.01% +13 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,642 $57.8K <0.01% 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,589 $57K 0.01% +2,423 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,561 $56.5K 0.03% +1,229 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,251 $52.6K <0.01% -66 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,298 $52.4K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,175 $50.4K 0.03% +11 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,156 $50.1K 0.02% -31 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,133 $50K <0.01% +166 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,129 $49.7K <0.01% +89 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,988 $47.4K <0.01% +558 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,964 $47.1K 0.01% +1,956 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,954 $46.9K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,670 $42.4K 0.01% +55 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,634 $41.8K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,554 $40.4K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,540 $40.3K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,505 $39.8K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,478 $39.4K 0.02% -31 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,438 $38.7K <0.01% +50 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,402 $38.1K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,398 $38.1K <0.01% -120 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,130 $33.8K <0.01% -167 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,123 $33.7K <0.01% +1,080 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,122 $33.7K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,918 $30.5K 0.01% +14 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,885 $29.9K <0.01% +17 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,874 $29.8K <0.01% +309 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,738 $29.5K <0.01% -614 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,854 $29.4K 0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,855 $29K <0.01% +197 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,806 $28.7K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,754 $27.9K 0.01% -405 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,624 $25.8K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,598 $25.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,591 $25.3K <0.01% -3,159 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,572 $25K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,536 $24.4K <0.01% +262 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,487 $23.6K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,478 $23.5K 0.02% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,466 $23.3K <0.01% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,486 $23K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,346 $22.4K 0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,394 $22.1K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,366 $21.7K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,363 $21.6K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,363 $21.6K 0.01% +345 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,343 $21.3K <0.01% +1,154 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,336 $21.2K <0.01% -37 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,268 $20.1K <0.01% +34 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,247 $19.8K <0.01% +1,027 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,220 $19.4K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,203 $19.1K 0.01% +431 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,197 $19K <0.01% +26 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,190 $18.9K 0.01% +666 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,189 $18.9K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,185 $18.8K 0.01% -65 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,181 $18.8K <0.01% +62 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,179 $18.7K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,164 $18.5K <0.01% +79 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,149 $18.2K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,128 $17.9K <0.01% +367 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,123 $17.8K <0.01% +8 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 1,086 $17.2K 0 Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,074 $17.1K <0.01% -22 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,057 $16.8K 0.01% -27 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,052 $16.7K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,046 $16.6K <0.01% +28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,045 $16.6K <0.01% +19 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,016 $16.1K <0.01% -42 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 999 $15.9K <0.01% +50 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 982 $15.6K 0.01% -250 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 971 $15.4K <0.01% +26 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 968 $15.4K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 960 $15.2K <0.01% +74 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 960 $15.2K <0.01% -6 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 937 $14.9K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 911 $14.7K 0.2% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 928 $14.7K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 922 $14.6K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 915 $14.5K <0.01% -124 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 896 $14.5K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 912 $14.5K <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 911 $14.5K <0.01% +122 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 895 $14.2K <0.01% +720 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 885 $14K <0.01% +2 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 864 $14K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 875 $13.9K 0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 855 $13.6K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 858 $13.6K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 830 $13.2K <0.01% +5 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 818 $13K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 810 $12.9K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $12.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 791 $12.6K <0.01% -23 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 781 $12.4K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 716 $12K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 750 $11.9K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 750 $11.9K <0.01% +289 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 737 $11.7K <0.01% +582 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 723 $11.5K <0.01% -2,361 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 711 $11.3K 0.01% +5 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 694 $11K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 682 $10.8K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 677 $10.8K <0.01% -445 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 675 $10.7K <0.01% +95 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 668 $10.6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 664 $10.5K <0.01% +210 13F-HR Timeline MOTCO More: the full row for MOTCO 657 $10.4K <0.01% +8 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 643 $10.2K 0.01% -235 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 629 $9.99K <0.01% -11,521 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 617 $9.81K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 617 $9.8K <0.01% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 600 $9.53K <0.01% -428 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 575 $9.13K <0.01% -23 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 584 $9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 564 $8.96K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 562 $8.93K <0.01% +347 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 557 $8.85K <0.01% -42 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 554 $8.8K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 554 $8.8K <0.01% -39 13F-HR Timeline Davis Asset Management, L.P. More: the full row for Davis Asset Management, L.P. 548 $8.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 537 $8.53K <0.01% +126 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 533 $8.46K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 532 $8.45K <0.01% -40 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 531 $8.43K <0.01% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 531 $8.43K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 524 $8.32K -121 Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 515 $8.18K <0.01% +36 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 509 $8.08K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 509 $8.07K <0.01% +2 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 508 $8.07K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 495 $8.01K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 504 $8K <0.01% +186 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 500 $7.94K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $7.94K <0.01% -89 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 466 $7.93K <0.01% +5 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 493 $7.83K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 489 $7.76K <0.01% +29 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 489 $7.76K <0.01% +4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 486 $7.72K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 468 $7.43K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 459 $7.29K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 454 $7.21K <0.01% -12 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 452 $7.18K <0.01% -277,368 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 468 $7K <0.01% +3 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 436 $6.92K <0.01% +105 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 429 $6.81K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 414 $6.58K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 412 $6.54K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 408 $6.48K <0.01% -186 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 391 $6.21K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 386 $6.13K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 380 $6.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 411 $6K <0.01% -29 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 372 $6K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 377 $5.99K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 372 $5.91K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 372 $5.91K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 372 $5.91K <0.01% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 369 $5.86K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 361 $5.73K <0.01% +358 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 359 $5.7K <0.01% 0 13F-HR Timeline