Hudock, Inc. More: the full row for Hudock, Inc. 2,000 $224K 0.03% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,000 $224K 0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,977 $221K 0.07% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,962 $219K 0.03% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,956 $219K 0.03% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,954 $219K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,950 $218K 0.01% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,938 $217K 0.1% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,940 $214K 0.01% +218 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,908 $213K 0.08% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,875 $210K 0.03% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,870 $209K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,863 $208K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,727 $193K 0.01% -1,009 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,680 $188K 0.03% +452 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,672 $187K <0.01% +757 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,659 $186K 0.01% -7,110 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,650 $185K 0.01% +196 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,577 $176K <0.01% +802 13F-HR/A Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,510 $169K <0.01% -1,442 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,489 $167K 0.09% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,480 $166K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,429 $160K 0.01% +699 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,336 $149K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,330 $149K <0.01% +1,200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,215 $136K <0.01% +1,115 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,150 $129K <0.01% +27 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,135 $127K 0.02% +105 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,100 $123K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,100 $123K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,052 $118K 0.03% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,200 $114K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,000 $112K 0.05% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,000 $112K 0.24% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 980 $110K <0.01% +201 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 900 $101K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 885 $99K <0.01% -66 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 800 $89.5K 0.01% -8,288 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 774 $86.6K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 772 $86.3K 0.01% +546 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 724 $81K 0.03% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 700 $78.4K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 699 $78.2K 0.01% +500 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 690 $77.2K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 650 $72.7K 0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 650 $72.7K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 636 $71.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 600 $67.1K 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. 581 $65K <0.01% -146 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 570 $63.7K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 560 $62.6K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 545 $60.9K 0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 515 $57.6K 0.02% +65 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 502 $56.1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 500 $55.9K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 487 $54.5K 0.03% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 481 $53.8K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 470 $53K 0.04% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 458 $51.2K 0.03% -420 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 460 $51K 0.02% +100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 455 $50.9K <0.01% -4,196 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 450 $50.3K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 447 $50K <0.01% -458 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 432 $48.3K 0.01% -1,240 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 405 $45.3K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 393 $43.9K 0.09% -4,962 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 349 $39K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 345 $38.6K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 319 $35.7K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 300 $33.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $33.6K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $33.6K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 300 $33.6K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 300 $33.6K 0.02% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 300 $33.6K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 258 $28.9K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 256 $28.6K <0.01% +55 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 253 $28.3K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 247 $27.6K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 230 $25.7K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 200 $22.4K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $22.4K 0.01% -515 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 200 $22.4K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 184 $20.6K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 183 $20.5K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 163 $18.2K <0.01% +26 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 161 $18K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 150 $15.5K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 136 $15.2K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 135 $15.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 130 $14.5K <0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 130 $14.5K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 125 $14K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 120 $13.4K 0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 125 $13K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 117 $13K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $11.2K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $11.2K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 100 $11.2K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 100 $11.2K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $11.2K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $11.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 96 $10.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 90 $10.1K <0.01% +3 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 80 $8.95K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 75 $8.38K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 73 $8.16K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 71 $7.94K <0.01% -6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $7.55K <0.01% -14 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 64 $7.16K <0.01% -13 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 60 $6.71K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 56 $6.26K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 50 $6K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $5.93K <0.01% +41 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $5.59K <0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 50 $5.59K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 41 $4.59K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 40 $4.47K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 39 $4.36K <0.01% -10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $3.69K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $3.58K <0.01% +11 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 31 $3.47K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 27 $3K <0.01% -12 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 26 $2.91K <0.01% new 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 25 $2.8K <0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 23 $2.57K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 20 $2.24K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 20 $2.24K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 18 $2.01K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 18 $2K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17 $1.9K <0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16 $1.79K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 12 $1.34K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $783 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6 $671 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $447 <0.01% new 13F-HR Timeline