Crews Bank & Trust More: the full row for Crews Bank & Trust 852 $24.9K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 850 $24.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 846 $24.8K <0.01% +106 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 813 $23.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 800 $23.4K <0.01% -775 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 800 $23.4K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 789 $23.1K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 755 $22.1K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 750 $22K 0.01% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 719 $21K 0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 662 $19K 0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 646 $18.9K <0.01% +468 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 604 $18K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 603 $17.7K 0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 597 $17.5K <0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 590 $17.3K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 578 $16.9K <0.01% +329 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 575 $16.8K <0.01% +275 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 567 $16.6K <0.01% -378 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 561 $16.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 551 $16.1K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 536 $15.7K <0.01% +16 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 533 $15.6K <0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 520 $15.2K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 495 $15K 0.01% -1,031 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 505 $14.8K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 489 $14.3K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 467 $14.1K <0.01% -4,431 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 480 $14.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 480 $14.1K <0.01% +34 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 488 $14K <0.01% +32 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 456 $13.4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 446 $13.1K <0.01% +358 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 462 $13K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 443 $13K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 441 $12.9K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 427 $12.5K 0.01% +39 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 423 $12.4K <0.01% +33 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 422 $12K <0.01% +41 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $11.3K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 358 $10.5K <0.01% +77 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 357 $10.5K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 352 $10.3K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 340 $9.95K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 341 $9.94K <0.01% +91 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 325 $9.52K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 324 $9.49K 0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 320 $9.37K <0.01% 0 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 320 $9.37K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 320 $9.32K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 308 $9.02K <0.01% +219 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 304 $8.9K 0.01% +225 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 302 $8.84K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 288 $8.43K <0.01% -130 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 286 $8.37K 0.04% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 270 $7.9K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 265 $7.76K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 263 $7.73K <0.01% +1 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $7.64K 0.01% -258 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 250 $7.32K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 281 $7.28K 0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 244 $7.14K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 250 $7K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 239 $7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 235 $6.88K <0.01% -4 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 229 $6.71K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 213 $6.24K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 207 $6.06K <0.01% -26 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 200 $6K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 193 $5.68K <0.01% -32 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 189 $5.53K <0.01% +141 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 184 $5.39K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 179 $5.24K <0.01% +46 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 174 $5.09K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 173 $5.07K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 166 $4.86K <0.01% +130 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 166 $4.86K <0.01% +109 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 160 $4.68K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 160 $4.68K <0.01% -478 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 160 $4.68K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 144 $4.22K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 138 $4.04K <0.01% -2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 156 $4K <0.01% -2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 140 $4K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 120 $4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 133 $3.9K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 130 $3.81K <0.01% -21 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 128 $3.75K <0.01% +100 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 122 $3.57K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 117 $3.43K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 115 $3.35K <0.01% -38 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 106 $3.1K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 106 $3.1K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 104 $3.04K <0.01% +94 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $2.93K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 92 $2.69K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 92 $2.69K <0.01% -428 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 91 $2.66K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 85 $2.49K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 83 $2.43K <0.01% -25 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 96 $2.43K <0.01% +56 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 83 $2.43K <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 83 $2.42K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 79 $2.3K <0.01% -20 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $2.2K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 70 $2.04K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 63 $1.84K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 61 $1.79K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 56 $1.64K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 52 $1.52K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 52 $1.52K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 47 $1.38K <0.01% -215 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 45 $1.32K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 40 $1.17K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 37 $1.08K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 34 $946 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 31 $910 <0.01% -1,085 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 27 $791 <0.01% +27 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $762 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $615 <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 20 $586 <0.01% new 13F-HR/A Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $586 <0.01% +16 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $586 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 20 $567 <0.01% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $557 <0.01% +17 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 19 $556 <0.01% -928 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 18 $528 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 18 $527 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $498 <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 12 $350 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $264 <0.01% -56 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $239 <0.01% -7 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 9 $237 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $234 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4 $117 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $88 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $88 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $29 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $19 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 29 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -237 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $0 0% -1,600 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.