Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2,146 $383K 0.29% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,145 $383K 0.01% -30 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,140 $382K 0.12% +1,000 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,127 $380K 0.12% +24 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,122 $379K 0.01% -148 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,059 $374K 0.01% -91 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,022 $367K 0.01% +8 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,046 $365K 0.02% -371 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,028 $362K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,016 $360K 0.03% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,005 $358K 0.03% -81 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $357K 0.02% 0 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,000 $357K 0.11% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,000 $357K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,000 $357K 0.23% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,982 $354K 0.02% +9 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,977 $353K 0.05% +59 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,976 $353K 0.03% -358 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,975 $353K <0.01% new 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,970 $352K <0.01% -72 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,950 $348K <0.01% +238 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 1,927 $344K 0.05% +5 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,927 $344K 0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,910 $341K <0.01% +10 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,900 $339K 0.08% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,893 $338K 0.06% new 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,052 $338K <0.01% +1,256 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,890 $338K 0.04% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,884 $337K 0.34% +5 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,883 $336K 0.01% -104 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,871 $334K 0.07% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,873 $334K <0.01% +532 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,868 $334K 0.01% +35 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,857 $332K 0.23% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,819 $325K 0.03% -229 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,813 $324K 0.13% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,508 $317K 0.03% -366 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,598 $315K 0.01% -426 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,762 $315K 0.01% -2,229 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,758 $314K 0.02% +29 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,460 $311K 0.02% +63 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,733 $309K 0.01% -310 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,725 $308K 0.01% -98 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,692 $307K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,715 $306K 0.01% +363 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,710 $305K <0.01% +70 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,682 $300K <0.01% -145 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,662 $297K <0.01% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tema ETFs LLC More: the full row for Tema ETFs LLC 1,663 $297K 0.02% -4 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,634 $292K 0.02% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,624 $290K 0.18% -38 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,602 $286K 0.18% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,602 $286K 0.07% -200 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,602 $286K 0.02% +202 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,593 $285K 0.01% -43 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,585 $283K 0.17% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,581 $282K 0.05% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,722 $281K 0.01% -622 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,555 $278K 0.06% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,551 $277K <0.01% -623 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,550 $277K 0.11% -260 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,547 $276K 0.01% -242 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 1,531 $273K 0.26% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,514 $270K 0.13% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,505 $269K 0.05% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,503 $268K 0.03% +1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $268K 0.06% -200 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,500 $268K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,499 $268K 0.01% -87 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,492 $266K 0.02% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,464 $261K 0.01% +264 13F-HR Timeline TOBAM More: the full row for TOBAM 1,461 $261K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Western Trust Bank More: the full row for First Western Trust Bank 1,444 $258K 0.01% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,444 $258K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,440 $257K 0.08% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,431 $256K 0.03% -20 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,414 $253K <0.01% +75 13F-HR Timeline Group Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 1,410 $252K 0.13% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,408 $251K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,404 $251K <0.01% +1,004 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,400 $250K 0.35% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,400 $250K 0.06% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,396 $249K 0.14% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,393 $249K 0.03% -3 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,250 $249K 0.03% +4 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,127 $249K 0.01% +7 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,393 $249K 0.09% -674 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,381 $247K 0.01% +56 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,374 $245K 0.01% +64 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,370 $245K 0.05% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,367 $244K 0.15% -1,082 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,357 $242K 0.01% +61 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,356 $242K 0.02% -49 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,350 $241K <0.01% +47 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,347 $241K 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,335 $238K <0.01% +42 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,333 $238K 0.03% -16,947 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,103 $238K 0.19% -116 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,327 $237K 0.01% +25 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 1,322 $236K 0.19% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,321 $236K 0.05% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,314 $235K <0.01% 0 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,311 $234K 0.09% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,310 $234K <0.01% -5 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,306 $233K 0.03% -150 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,304 $233K <0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,297 $232K <0.01% -5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,291 $231K <0.01% +100 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,285 $229K <0.01% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,283 $229K <0.01% -4,500 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,282 $229K 0.01% new 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,278 $228K 0.01% -63 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,278 $228K 0.04% -1,917 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,257 $224K 0.07% -65 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,257 $224K 0.02% -20 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,135 $224K <0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,242 $222K +1,172 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,230 $220K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,218 $218K <0.01% -35 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,204 $215K 0.01% -60 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,200 $214K 0.03% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,200 $214K 0.04% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,195 $213K 0.04% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,187 $212K 0.09% -53 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,180 $211K 0.01% -19 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,175 $210K 0.04% 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 1,169 $209K 0.17% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,161 $207K 0.02% -21 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,157 $207K 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,157 $206K 0.01% -6,338 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,154 $206K 0.03% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,149 $205K 0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,148 $205K 0.05% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,146 $205K 0.01% +8 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,138 $203K <0.01% -188 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,135 $203K <0.01% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,131 $202K 0.05% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,126 $201K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,123 $201K <0.01% -40 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,081 $193K 0.01% +597 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,063 $190K <0.01% +317 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,000 $179K 0.09% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 940 $168K 0.02% +170 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 934 $167K <0.01% +208 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 854 $153K 0.01% -284 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 848 $151K 0.01% -4 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 817 $146K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 806 $144K 0.03% -30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 767 $137K 0.01% +509 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 739 $132K 0.03% -1,696 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 717 $127K 0.02% -368 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 704 $126K <0.01% -667 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 703 $126K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 694 $124K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 667 $119K 0.01% -17 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 606 $108K 0.02% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 520 $107K 0.08% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 601 $107K 0.01% -47 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 594 $106K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 593 $106K 0.01% -20 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 570 $102K 0.01% -135 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 560 $100K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 530 $94.7K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 530 $94.7K <0.01% -42 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 526 $93.9K <0.01% -442 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 515 $92K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORG Partners LLC More: the full row for ORG Partners LLC 470 $84.2K 0.01% +15 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 468 $83.6K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 435 $77.8K 0.01% -200 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 415 $74.2K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 409 $73K <0.01% -3 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 401 $71.6K 0.02% +46 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 400 $71.5K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 395 $70.5K 0.01% -168 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 390 $69.7K 0.02% new 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 354 $63.2K 0.03% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 342 $61.1K 0.04% +20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 341 $60.9K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 336 $60K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 330 $58.9K 0.01% -270 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 330 $58.9K <0.01% -1 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 317 $57K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 315 $56.3K 0.03% +13 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 309 $55.3K 0.04% -5,054 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 274 $49K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 272 $48.6K <0.01% +27 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 264 $47.1K 0.01% -7 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 265 $47K <0.01% 0 13F-HR/A Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 262 $46.8K 0.01% +3 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 262 $46.8K 0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 260 $46.4K <0.01% -763 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 254 $45.4K 0.02% 0 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $44.1K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 202 $40.1K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 206 $36.8K 0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 201 $35.9K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $35.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $35.7K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $35.7K 0.01% +90 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 192 $34.3K 0.01% 0 13F-HR Timeline