Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,775 $110K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,754 $109K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,741 $108K 0.02% -579 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,725 $107K 0.04% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,719 $107K <0.01% +26 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,796 $106K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,690 $105K 0.02% +5 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,688 $105K 0.06% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,646 $102K 0.04% +4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,645 $102K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,611 $100K 0.06% +610 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,580 $98K 0.07% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,556 $96.6K <0.01% +25 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,505 $93.5K 0 Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,501 $93.2K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,411 $87.6K 0.03% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,392 $86.4K 0.01% +1,000 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,390 $86.3K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,352 $84K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,299 $80.7K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,299 $80.7K 0.04% -400 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,297 $80.5K 0.01% +856 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,255 $76.8K 0.04% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,234 $76.6K <0.01% -8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,176 $73K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,205 $72.7K 0.04% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,129 $70.1K <0.01% -64 13F-HR/A Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,109 $68.9K 0.03% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,061 $66K 0.03% +3 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,053 $64.3K 0.03% -3,779 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,015 $63K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 968 $60.1K <0.01% -81 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 963 $59.8K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 950 $59K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 985 $58K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 928 $57.6K 0.02% 0 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 884 $54.9K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 879 $54.6K 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 844 $52.4K <0.01% +463 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 823 $51.1K 0.04% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 823 $51.1K 0.03% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 807 $50.1K 0.02% -151 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 798 $49.6K 0.05% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 784 $48.7K 0.07% +178 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 781 $48.5K <0.01% -333 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 765 $47.5K 0.01% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 761 $47.3K 0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 750 $46.6K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 745 $46.3K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 731 $45.4K 0.03% +2 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 712 $44.2K 0.02% +2 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 700 $43.5K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $43.5K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 699 $43.4K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 688 $42.7K 0.02% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 674 $41.9K 0.03% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 658 $40.9K 0.01% +2 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 621 $38.6K 0.02% -10 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 608 $37.8K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 607 $37K 0.01% -99 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 566 $35.1K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 555 $34.5K 0.01% -116 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 555 $34.5K <0.01% -224 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 546 $33.9K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 545 $33.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 539 $33.5K <0.01% +6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 519 $32.3K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 500 $31.1K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 491 $30.5K <0.01% -3,262 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 477 $29.6K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 467 $29K 0.02% +295 13F-HR Timeline City State Bank More: the full row for City State Bank 427 $26.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 416 $25.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 391 $24.3K 0.01% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 386 $24K <0.01% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 383 $23.8K 0.02% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 372 $23.1K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 351 $21K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 335 $20.8K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 330 $20.5K 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 320 $19.9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 291 $18.1K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 285 $18K <0.01% +52 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 289 $17.9K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 278 $17.3K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 269 $16.7K 0.02% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 254 $15K <0.01% -11 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 238 $14.8K <0.01% +1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 236 $14.7K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 201 $12.5K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 197 $12.3K <0.01% -251 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 190 $11.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 182 $11.3K <0.01% -1,154 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 179 $11.1K <0.01% +123 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 167 $10.3K <0.01% -10 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 163 $10.1K 0.01% -45 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 165 $10K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 156 $9.69K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 155 $9.63K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 145 $8.99K <0.01% +1 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 142 $8.82K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 135 $8.38K <0.01% +107 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 128 $7.95K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 123 $7.69K <0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 119 $7.4K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 107 $6.64K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 100 $6.21K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 97 $6.02K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $5.59K <0.01% -15 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 89 $5.53K <0.01% -13 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 85 $5.28K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 73 $4.53K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 73 $4.53K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 72 $4.46K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 63 $3.91K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 62 $3.85K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 59 $3.77K <0.01% -102 13F-HR Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 60 $3.73K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 56 $3.48K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 52 $3.28K <0.01% +11 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 49 $3.04K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 41 $2.55K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 35 $2.17K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 28 $1.74K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 24 $1.5K <0.01% -85 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 20 $1.25K <0.01% +3 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 20 $1.24K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $807 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13 $807 <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 11 $683 <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7 $449 <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 6 $373 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3 $186 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -109,343 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $67.2K -1,137 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.