Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 50,000 $120K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 48,421 $117K 0.01% +9,964 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 48,000 $116K 0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 47,092 $113K <0.01% -6,070 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 46,928 $113K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 46,303 $112K <0.01% -7,234 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 45,829 $110K 0.05% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 45,675 $110K <0.01% +3,898 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 44,910 $108K <0.01% -57,602 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 44,670 $108K 0.01% +24,469 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 44,319 $107K <0.01% +128 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 43,441 $105K <0.01% -159,806 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 42,000 $101K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,971 $101K <0.01% -3,678 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 40,434 $97.4K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 40,270 $97K <0.01% +7,783 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 39,400 $95K 0.03% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 38,511 $92.8K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 38,490 $92.8K <0.01% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 38,203 $92.1K <0.01% +15,189 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 38,132 $91.9K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 37,591 $90.6K 0.01% +1,466 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,368 $90.1K 0.01% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 36,618 $88.2K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 36,203 $87K <0.01% -117,981 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 35,000 $84.3K 0.01% -5,000 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 34,598 $83.4K 0.01% +24,579 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 34,029 $82K 0.01% +2,604 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,829 $81.5K <0.01% -1,773 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,075 $77.3K <0.01% 0 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 31,580 $76.1K 0.02% -2,900 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 31,548 $76K 0.09% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 30,437 $73.4K <0.01% +3,725 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 30,150 $72.7K 0.01% 0 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 29,858 $72K 0.04% +8,915 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 28,788 $69.4K 0.04% -57,173 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 28,106 $67.7K 0.01% +21,669 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,392 $66K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 27,138 $65.4K 0.01% -633 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 26,603 $64.1K <0.01% +101 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 26,156 $63K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,075 $62.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,843 $62.3K <0.01% -2,405 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 25,116 $61K 0.01% -7,600 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 24,634 $60K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,567 $56.8K <0.01% +779 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 23,129 $55.7K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 22,819 $55K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,607 $54.5K <0.01% new 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 21,842 $52.6K 0.04% -2,848 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 21,540 $51.9K 0.01% 0 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 20,950 $50.5K 0.01% +1,556 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,163 $48.6K <0.01% +7,220 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 19,969 $48K <0.01% -142,254 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 19,795 $47.7K 0.01% -31 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 19,740 $47.6K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,420 $46.8K <0.01% +3,469 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 19,224 $46.3K <0.01% +5,012 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 19,000 $45.8K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,994 $45.8K <0.01% +1,259 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 18,500 $44.6K 0.03% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,144 $44K <0.01% -13,851 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,157 $43.8K <0.01% -620 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 18,083 $43.6K <0.01% -777,808 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 18,000 $43.4K 0.01% -9,748 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,935 $43.2K 0.01% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 17,923 $43.2K <0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,902 $43.1K 0.01% -3,050 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 17,750 $42.8K <0.01% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 17,324 $41.8K 0.02% +6,868 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,300 $39.3K 0.02% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 16,298 $39.3K <0.01% +196 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,259 $39.2K <0.01% +738 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,067 $38.7K <0.01% -10,667 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 15,741 $37.9K 0.02% -291 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 15,173 $36.6K 0.01% +192 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 15,000 $36.1K 0.03% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,653 $35.3K <0.01% -29,531 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 14,598 $35.2K <0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,737 $34.2K <0.01% new 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,856 $33.4K <0.01% +2,456 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,000 $31.3K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,973 $31.3K <0.01% -21,705 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,900 $31.1K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,766 $30.8K <0.01% +1,911 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,712 $30.6K <0.01% +4,924 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,248 $29.5K <0.01% +11,721 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 12,085 $29.1K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,849 $28.6K <0.01% -128 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,548 $27.8K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,283 $27.2K 0.01% -1,262 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 11,169 $26.9K <0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 11,087 $26.8K 0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,043 $26.6K <0.01% -16,382 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,000 $26.5K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,956 $26.4K <0.01% -100 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,645 $25.7K <0.01% -1,112 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,556 $25.4K <0.01% -1,623 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,525 $25.4K 0.01% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,480 $25.3K <0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,229 $24.7K <0.01% new 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 10,050 $24.2K 0.01% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 10,000 $24.1K 0.01% 0 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. 9,844 $23.7K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 7,850 $18.9K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,250 $17.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,182 $17.3K <0.01% +1,980 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,028 $16.9K 0.01% -643 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,309 $15K <0.01% -595 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,954 $14.3K <0.01% +1,234 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,182 $12.5K <0.01% -472 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 5,104 $12.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,997 $12K <0.01% -1,434 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,808 $11.7K <0.01% -404 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,584 $11K <0.01% -29 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,442 $10.7K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,238 $10.2K <0.01% +1,152 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,000 $9.73K <0.01% -200 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,800 $9.16K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,914 $7.02K <0.01% +1,113 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,555 $6.16K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,638 $3.95K <0.01% +1,133 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,560 $3.76K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,422 $3.43K <0.01% +392 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $2.41K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 974 $2.35K <0.01% +437 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 966 $2.33K <0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 936 $2.25K <0.01% -967 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 816 $1.97K <0.01% -9,486 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 772 $1.86K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 724 $1.75K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 662 $1.6K <0.01% +187 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 553 $1.33K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 569 $1.27K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 513 $1.24K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 500 $1.21K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 396 $954 <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 300 $723 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 247 $595 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 246 $593 <0.01% -1,469 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 244 $583 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 234 $569 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 193 $465 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 170 $410 <0.01% +126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 139 $328 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 111 $268 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $188 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 66 $159 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 30 $71 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $2 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -400,000 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.