Sageworth Trust Co More: the full row for Sageworth Trust Co 53,332 $119K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 52,248 $117K <0.01% +6,573 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 51,819 $116K 0.03% +4,891 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,773 $115K <0.01% -3,123 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 50,000 $112K 0.01% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 48,039 $107K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 47,514 $106K 0.01% +32,916 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 47,092 $105K <0.01% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 44,191 $98.5K <0.01% -128 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 43,906 $97.9K <0.01% -13,905 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 43,896 $97.9K <0.01% +27,829 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 42,719 $95.3K <0.01% +2,449 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 41,993 $94.6K 0.02% +3,482 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 42,000 $93.7K 0.01% +7,000 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,971 $93.6K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,958 $93.6K <0.01% +8,129 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 41,897 $93.4K 0.01% +4,306 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 38,798 $86.5K <0.01% +15,231 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 38,489 $85.8K <0.01% -1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 38,442 $85.7K <0.01% +239 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 37,425 $83.5K 0.01% +3,396 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,368 $83.3K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 36,954 $82.4K <0.01% -9,349 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 36,568 $81.5K <0.01% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 35,000 $78K 0.01% -7,000 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 35,000 $78K 0.02% -1,618 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 34,634 $77.2K +15,640 Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 33,794 $75.4K 0.01% -4,338 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,743 $75.2K <0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 32,332 $72.1K 0.01% -12,338 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 32,439 $72K <0.01% +12,470 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,075 $71.5K <0.01% 0 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 31,585 $70.4K 0.04% +1,727 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 31,580 $70.4K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 31,548 $70.4K 0.08% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,710 $68.5K <0.01% +16,854 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 $67.2K 0.01% 0 13F-HR Timeline Group AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 29,801 $66.5K <0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 28,106 $66.3K 0.01% 0 13F-HR/A Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 27,753 $61.9K <0.01% 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 27,642 $61.6K <0.01% +17,413 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 26,962 $61.5K <0.01% +7,738 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 26,719 $59.6K <0.01% -3,718 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,075 $58.1K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 25,847 $57.6K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,679 $57.3K <0.01% -164 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 25,376 $56.6K 0.01% -1,762 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 25,000 $55.8K <0.01% -1,603 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 24,634 $55.5K <0.01% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 23,201 $51.7K <0.01% +382 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 22,016 $49K 0.01% -3,100 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 21,842 $48.7K 0.03% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 21,540 $48K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 20,718 $46K <0.01% -34,062 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,302 $45.3K <0.01% +7,590 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,257 $44.8K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,025 $44.7K <0.01% +605 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,800 $44.2K <0.01% -363 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 19,740 $44K <0.01% 0 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 19,000 $42.4K <0.01% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 18,802 $41.9K <0.01% new 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 18,500 $41.3K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18,388 $41K 0.02% -10,400 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 18,115 $40.4K <0.01% +1,817 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 18,083 $40.3K <0.01% 0 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,935 $40K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,902 $39.9K <0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 17,794 $39.7K 0.01% -3,156 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 17,364 $37.9K <0.01% -104,784 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,874 $37.6K <0.01% -1,283 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,300 $36.3K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,990 $35.7K <0.01% -3,805 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 15,588 $34.8K 0.02% -153 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15,566 $34.7K <0.01% -11,826 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,468 $34.5K <0.01% -7,661 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,426 $34.4K <0.01% -833 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,137 $34.2K <0.01% new 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 15,173 $33.8K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,087 $33.6K <0.01% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 15,000 $33.5K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,651 $33K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,667 $32.7K <0.01% -225,850 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,651 $32.7K <0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,382 $32.1K 0.01% -2,942 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,219 $31.7K <0.01% +1,971 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,980 $31.2K <0.01% +1,214 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,831 $30.8K <0.01% new 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 13,759 $30.7K 0.01% +2,476 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,711 $30.6K <0.01% +2,755 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,737 $30.6K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,385 $29.8K <0.01% +412 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,234 $29.5K <0.01% +234 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,203 $29.4K <0.01% +2,647 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 12,852 $29K <0.01% -23,351 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,900 $28.8K <0.01% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,969 $26.7K <0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,548 $25.8K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,475 $25.6K <0.01% +830 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,234 $25.1K <0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,043 $24.6K <0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,000 $24.5K <0.01% 0 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,995 $24.5K <0.01% new 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 11,087 $24.5K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,525 $23.5K 0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,845 $23.4K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,096 $22.5K <0.01% -1,753 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 10,050 $22.4K 0.01% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 10,000 $22.3K 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 $22K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 7,850 $17.5K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,423 $16.6K 0.01% -61,990 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 $16.2K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,028 $15.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,907 $15.4K <0.01% +1,725 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,911 $13.2K <0.01% -6,174 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,623 $12.5K 0.01% +1,385 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,424 $12.1K <0.01% -530 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,581 $12K <0.01% -728 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 5,104 $11.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,997 $11.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,808 $10.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,584 $10.2K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,442 $9.91K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,262 $9.5K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,255 $9.49K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,000 $9.01K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,800 $8.47K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,555 $5.7K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,280 $5.08K <0.01% -120,580 13F-HR/A Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,058 $4.59K <0.01% -856 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,560 $3.48K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,298 $2.9K <0.01% -340 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,030 $2.3K <0.01% -392 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $2.23K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 966 $2.15K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 565 $1.29K <0.01% +426 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 553 $1.23K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 513 $1.14K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 493 $1.1K <0.01% +300 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 415 $926 <0.01% -401 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 282 $629 <0.01% +112 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 247 $551 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 244 $544 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 234 $527 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 115 $254 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 111 $248 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $174 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 31 $69 <0.01% +1 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23 $51 <0.01% new 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 MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1 $1 <0.01% new 13F-HR Timeline