Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,740 $143K 0.02% -35 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,735 $142K 0.01% +124 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,713 $140K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,700 $139K <0.01% +900 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,655 $136K 0.01% +6 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,635 $134K 0.13% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,628 $133K <0.01% -9 13F-HR/A Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,608 $132K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,603 $131K 0.01% +116 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,603 $131K 0.01% -6,305 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,519 $125K 0.01% +25 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,470 $121K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,450 $120K <0.01% -596 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,440 $118K 0.02% -165,077 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,432 $117K 0.01% -30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,400 $115K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,383 $113K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,375 $113K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,347 $110K 0.04% -135 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,327 $109K 0.06% -132 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,307 $107K 0.05% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,299 $107K 0.1% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,298 $106K <0.01% -208 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1,291 $106K 0.02% +40 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,291 $106K 0.04% -264 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,288 $106K <0.01% +859 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,287 $105K 0.06% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,283 $105K 0.04% +5 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,280 $105K 0 Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,275 $104K 0.07% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,251 $103K 0.04% +1,147 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,240 $102K 0.05% -5,000 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,239 $102K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,231 $101K 0.04% -167 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,223 $100K 0.03% +305 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,207 $99K 0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,200 $98.4K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,156 $94.8K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,151 $94.3K 0.01% +71 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,133 $93K <0.01% +3 13F-HR Timeline City State Bank More: the full row for City State Bank 1,125 $92.2K 0.02% -300 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,092 $89K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,075 $88.1K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,069 $87.6K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,058 $86.7K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,023 $83.9K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,007 $82.6K 0.07% +25 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 963 $79K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 953 $78.1K <0.01% -30 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 945 $77.5K 0.04% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 940 $77.1K 0.01% +245 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 936 $76.7K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 913 $74.8K <0.01% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 892 $73.1K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 889 $72.9K <0.01% -59 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 872 $71.5K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 852 $69.8K 0.02% -157 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 847 $69.4K 0.04% -306 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 836 $68.5K 0.05% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 806 $66.1K 0.07% -6 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 809 $66K 0.02% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 789 $64.7K 0.03% -34 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 784 $64.3K 0.05% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 768 $63K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 766 $62.8K <0.01% -194,088 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 755 $61.9K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 741 $60.7K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 729 $59.8K 0.01% +291 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 695 $57K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 690 $56.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 675 $55.3K 0.04% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 661 $54.2K 0.01% +284 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 629 $52K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 603 $49.4K 0.01% -31 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 578 $47.4K 0.03% -44,321 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 567 $46.5K 0.02% +3 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 555 $45.5K <0.01% -634 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 548 $44.9K 0.03% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 545 $44K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 532 $43.6K 0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 522 $42.8K 0.01% -6,348 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 522 $42.8K 0.02% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 519 $42.5K <0.01% -94 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 518 $42.5K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 515 $42.2K 0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 513 $42.1K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 510 $42K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 499 $40.9K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 488 $40K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 500 $40K 0.01% 0 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 480 $39.4K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 470 $38.5K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 465 $38.1K <0.01% +1 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 457 $37.5K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 441 $36.2K 0.01% +49 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 445 $36K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 428 $35K <0.01% -223 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 427 $35K 0.02% +3 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 424 $34.8K 0.01% -146 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 420 $34.4K 0.01% -255 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 415 $34K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 405 $33.2K 0.02% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 403 $33K 0.05% +2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 398 $32.6K 0.01% -41 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 398 $32.6K <0.01% +2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 395 $32K 0.01% +44 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 372 $30K 0.01% +2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 362 $29.7K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 361 $29.6K <0.01% -59 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 359 $29.4K <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 356 $29.2K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 344 $28.9K <0.01% -433 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 348 $28.5K 0.01% -9 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 345 $28.3K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 337 $27.6K <0.01% -237 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 330 $27.1K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 327 $26.8K <0.01% +10 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 325 $26.6K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 324 $26.6K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 314 $25.7K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 309 $25.3K <0.01% new 13F-HR Timeline Group Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 308 $25K 0.02% +2 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 302 $24.8K <0.01% -127 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 300 $24.6K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 300 $24.6K <0.01% -433 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 300 $24.6K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 290 $23.8K 0.01% +1 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 288 $23.6K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 283 $23.2K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 276 $22.6K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 272 $22.3K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 264 $21.6K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 263 $21.6K 0.01% +28 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 258 $21.2K 0.02% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 269 $20.9K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 254 $20.8K <0.01% +169 13F-HR Timeline Group Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 249 $20.4K <0.01% 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 250 $20.4K <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 246 $20.2K 0.01% 0 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 241 $19.8K 0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 240 $19.7K <0.01% new 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 233 $19.1K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 228 $18.7K 0.01% -4 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 225 $18.4K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 223 $18.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 220 $18K 0.01% +2 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 164 $17.9K 0.03% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 216 $17.7K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 212 $17.4K 0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 210 $17.2K <0.01% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 206 $16.9K <0.01% -703,935 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 200 $16.4K 0.01% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 200 $16.4K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 200 $16.4K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 196 $16.1K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 195 $16K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 194 $15.9K 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 192 $15.7K <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 192 $15.7K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 191 $15.7K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 190 $15.6K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 189 $15.5K 0.01% -8 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 188 $15.4K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 180 $14.8K 0.01% -5 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 180 $14.8K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 179 $14.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 175 $14.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 165 $13.5K 0.01% -76 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 159 $13K 0.06% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 158 $13K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 158 $13K <0.01% -137 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 149 $12.2K 0.01% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 140 $11.5K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 138 $11.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 136 $11.1K <0.01% -44 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 135 $11.1K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 135 $11.1K <0.01% +70 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 133 $11K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 128 $10.5K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 124 $10.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 117 $10K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 121 $9.92K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 118 $9.66K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 113 $9.26K <0.01% +37 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 111 $9.06K <0.01% +1 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 107 $8.77K 0.01% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 100 $8.2K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 100 $8.2K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 100 $8.2K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 99 $8.12K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $8K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 96 $7.87K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 95 $7.79K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 95 $7.79K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 93 $7.62K <0.01% -666 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 90 $7.38K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 89 $7.32K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 83 $7K <0.01% -312 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 85 $6.97K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 84 $6.89K <0.01% 0 13F-HR Timeline