NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,715 $222K 0.02% +2 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,712 $221K 0.05% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,710 $221K <0.01% -108 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,705 $221K 0.01% -882 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,701 $220K 0.08% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,688 $218K 0.16% +5 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,684 $218K 0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,683 $218K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,648 $217K 0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,673 $216K 0.13% -12 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,669 $216K 0.03% +5 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,650 $213K 0.01% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,649 $213K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,643 $213K 0.01% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,639 $212K <0.01% -261 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,638 $212K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,632 $211K <0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,616 $209K 0.03% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,608 $208K 0.08% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,600 $207K 0.15% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,600 $206K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,589 $206K 0.02% -9,443 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,582 $205K <0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,579 $204K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,569 $203K <0.01% -2,873 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,558 $202K 0.05% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,555 $201K 0.06% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,552 $201K 0.01% -239 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,552 $201K 0.02% -248 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,482 $192K 0.19% +1,398 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,475 $191K 0.01% -341 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,449 $187K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,401 $181K 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 1,382 $179K <0.01% +517 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,337 $173K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,263 $163K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,232 $159K <0.01% +921 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,229 $159K 0.02% +511 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,211 $157K 0.06% +7 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,208 $156K <0.01% +1,193 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,208 $156K 0.02% +253 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,192 $154K 0.01% +635 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,191 $154K 0.02% -69 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,101 $142K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,071 $140K <0.01% -6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,051 $136K 0.05% -614 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,006 $130K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,000 $129K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 921 $119K <0.01% +729 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $117K <0.01% +380 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 906 $117K 0.08% +32 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 811 $105K 0.01% -46 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 800 $103K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 800 $103K 0.04% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 779 $101K 0.06% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 778 $101K 0.06% +28 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 752 $98.5K 0.03% +2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 761 $98.4K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 750 $97K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 741 $95.9K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 733 $94.8K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 723 $93.9K <0.01% +185 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 716 $92.6K <0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 688 $90K 0.05% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 694 $89.8K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 685 $88.6K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 680 $88K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 678 $87.7K <0.01% +121 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 671 $86.8K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 640 $82.8K -1 Timeline Covestor Ltd More: the full row for Covestor Ltd 635 $82K 0.05% -49 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 634 $82K 0.03% +27 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 627 $81K 0.06% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 622 $80K 0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $77.6K 0.02% 0 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 594 $76.8K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 581 $75.1K <0.01% -42 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 544 $70.4K <0.01% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 532 $68K 0.01% +32 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 522 $67.5K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 520 $67.3K <0.01% +12 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 510 $66K <0.01% +1 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 510 $66K 0.01% new 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $64.7K 0.03% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 520 $62.1K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 466 $60.3K 0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 450 $58.2K 0.03% -7 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 446 $57.7K <0.01% +23 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 434 $56.1K <0.01% -32 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 427 $55.2K <0.01% -69 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 425 $55K <0.01% -17 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 410 $53K <0.01% -199 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 408 $52.8K 0.01% -78 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 400 $51.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 394 $50.6K <0.01% -228 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 375 $48.5K <0.01% -393 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 360 $46.6K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 357 $46.2K <0.01% +29 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 344 $44.5K 0.01% 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 333 $43.1K <0.01% -200 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 332 $42.9K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 330 $42.7K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 329 $42.6K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 320 $41.4K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 319 $41.3K 0.01% -22,528 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $38.8K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 300 $38.8K 0.02% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 298 $38.5K <0.01% -37 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 276 $35.7K <0.01% -62 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 274 $35.4K 0.01% +9 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 270 $34.9K <0.01% -211 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 268 $34.7K 0.02% -1,211 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 266 $34.4K <0.01% 0 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 252 $32.6K <0.01% +228 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 243 $31.5K <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 240 $31K 0.02% -120 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 234 $30K <0.01% +14 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 230 $29.8K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 229 $29.6K 0.01% -67 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 225 $29.1K <0.01% -58 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 213 $28K <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 214 $27.7K 0.02% -4 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 201 $26K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 200 $25.9K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 196 $25.4K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 196 $25.4K <0.01% -53 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 187 $24.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 183 $23.7K <0.01% -93 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 175 $22.6K 0.01% -1 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 177 $22K <0.01% -608 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 164 $21.2K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 163 $21.1K <0.01% -1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 167 $21K 0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 162 $21K 0.01% +32 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 161 $20.8K <0.01% -22 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 160 $20.7K 0.01% -20 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 150 $19.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 138 $17.9K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 132 $17.1K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 127 $16.4K <0.01% -178 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 125 $16.2K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 124 $16K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 121 $16K 0.01% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 121 $15.7K 0.02% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 118 $15.3K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 118 $15.3K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 115 $15K <0.01% +16 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 114 $14.7K <0.01% +12 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 110 $14.2K 0.22% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 109 $14K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 108 $14K <0.01% -1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 106 $13.7K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 103 $13.3K 0.01% +1 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 89 $13.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 100 $13K <0.01% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 100 $12.9K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $12.9K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $12.9K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 100 $12.9K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $12.4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 86 $12.4K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 92 $12.1K <0.01% +3 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 85 $11K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 83 $10.7K <0.01% +15 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 81 $10.5K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78 $10.1K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 77 $10.1K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 75 $9.73K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 75 $9.7K <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 75 $9.7K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 72 $9.31K <0.01% -65 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 72 $9.31K <0.01% +16 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 70 $9.05K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 68 $8.8K <0.01% -18 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 60 $7.76K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $7.63K <0.01% -4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $7.37K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 54 $6.99K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 53 $6.86K 0.01% 0 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 52 $6.73K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $6.47K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 50 $6.47K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 50 $6.47K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 42 $6.07K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 45 $5.82K <0.01% -36 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $5.56K <0.01% -40 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 40 $5.17K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 35 $4.53K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $4.53K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $4.14K <0.01% -1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29 $4K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29 $3.75K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 28 $3.62K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 27 $3.49K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $3.45K <0.01% +10 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 26 $3.39K <0.01% -9 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 26 $3.33K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 25 $3.23K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $3K <0.01% -1 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 23 $2.98K <0.01% 0 13F-HR Timeline