PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 62,574 $183K <0.01% +4,121 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 60,547 $178K 0.04% +12,140 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 60,465 $177K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 59,700 $174K 0.02% +1,050 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 59,597 $174K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 56,922 $166K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 56,786 $166K <0.01% +9,704 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 56,754 $166K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 56,057 $164K <0.01% +30,572 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 55,873 $163K <0.01% -5,104 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 55,298 $161K 0.02% +19,050 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 55,146 $161K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,267 $156K 0.01% -4,926 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 51,032 $149K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 50,403 $147K <0.01% +22,446 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 49,502 $145K <0.01% -216 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 48,982 $143K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 47,498 $139K 0.01% +7,004 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 46,696 $136K <0.01% -25,255 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 46,335 $135K 0.03% -10,456 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 45,762 $134K <0.01% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 45,191 $132K <0.01% -300 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 44,726 $131K <0.01% +17,336 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 43,725 $128K <0.01% +2,000 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 44,369 $125K 0.01% -11,343 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 42,135 $123K 0.07% +7,206 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 41,864 $122K <0.01% -508 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,438 $121K <0.01% -2,970 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 40,974 $120K <0.01% +5,588 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 39,971 $117K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 38,490 $112K <0.01% +1 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,368 $109K 0.01% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 37,296 $109K 0.12% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,368 $103K <0.01% -9,023 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 35,000 $102K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 34,777 $102K <0.01% 0 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 34,663 $101K <0.01% -7,347 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 34,300 $100K <0.01% new 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 33,412 $97.6K 0.01% +238 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 32,403 $94.6K 0.04% +7,481 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,075 $93.7K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30,240 $88K <0.01% +7,043 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 30,000 $87.6K <0.01% -120,000 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 30,000 $87.6K 0.02% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 29,628 $86.5K <0.01% -1,299 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 28,880 $84.3K 0.02% -2,700 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 28,121 $82.1K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 27,768 $81.1K 0.01% -4,990 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 27,499 $80.3K 0.03% -2,202 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,846 $78.4K <0.01% +7,253 13F-HR Timeline Group MLP3, LLC More: the full row for MLP3, LLC 26,792 $78.2K 0.09% +842 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,428 $77.2K <0.01% +10,214 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 26,087 $76.2K 0.01% +5,722 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 23,466 $75.6K <0.01% +16,733 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 25,536 $74.6K 0.05% +895 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 25,410 $74.2K 0.03% -26,409 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 25,000 $73K <0.01% -148 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 24,673 $72K <0.01% -3,602 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 24,634 $71.9K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,631 $71.9K <0.01% +699 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 24,555 $71.7K 0.01% -7,432 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 24,183 $70.6K <0.01% -8,067 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 23,866 $70K <0.01% new 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) 23,403 $68.3K <0.01% -45,619 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 23,068 $67.4K 0.04% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 22,266 $65K <0.01% +2,489 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 22,031 $64.3K <0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,937 $64.1K 0.01% +4,684 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 25,831 $63.8K <0.01% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 21,540 $62.9K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 21,426 $62.6K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,351 $59.4K 0.01% -3,599 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,264 $59.2K <0.01% +44 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,245 $59.1K <0.01% +6 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,983 $58.4K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 19,810 $57.8K 0.01% +4,443 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 19,777 $57.7K <0.01% +4,196 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 19,721 $57.6K <0.01% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 19,000 $55.5K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,930 $55.3K <0.01% +2,235 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 18,557 $54.2K <0.01% +3,294 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,526 $54.1K <0.01% +1,281 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,183 $53.1K <0.01% -5,395 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,935 $52.4K 0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 17,862 $52.2K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,859 $52.1K <0.01% +954 13F-HR/A Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 17,588 $51.4K 0.05% +2,141 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,516 $51.1K <0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,251 $50.4K <0.01% -423 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 16,925 $49.4K <0.01% -42,012 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,766 $49.2K <0.01% +1,503 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 16,755 $48.9K 0.02% +2,875 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,754 $48.9K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,729 $48.9K <0.01% +11,604 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,386 $47.8K <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,300 $47.6K 0.02% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 16,169 $47.2K 0.01% -64,817 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 16,012 $46.8K 0.02% +272 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 15,994 $46.7K <0.01% -8,718 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,626 $45.6K <0.01% +3,672 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,517 $45.3K <0.01% +550 13F-HR/A Timeline Group Generation Capital Management LLC More: the full row for Generation Capital Management LLC 15,000 $43.8K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,989 $43.8K <0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,979 $43.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,440 $43.5K <0.01% +14,875 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 14,686 $42.9K 0.02% -29 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,627 $42.7K <0.01% -475 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 14,339 $41.9K <0.01% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 13,975 $40.8K 0.01% -4,122 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 13,959 $40.8K <0.01% +1,793 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,811 $40.5K <0.01% -76,234 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,760 $40.2K <0.01% -2,073 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,596 $39.8K <0.01% new 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,495 $39.4K <0.01% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 13,418 $39.2K 0.02% -4,031 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,289 $38.8K <0.01% +2,368 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 13,215 $38.6K <0.01% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,349 $38.3K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,900 $37.7K <0.01% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,622 $36.9K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,202 $36.2K <0.01% +4,587 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,254 $35.8K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,123 $35.4K <0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,969 $34.9K <0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,616 $33.9K 0.01% -2,838 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,489 $33.5K <0.01% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 11,390 $33.3K 0.03% +70 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,171 $32.6K 0.01% +1,023 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,078 $32.3K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,000 $32.1K <0.01% 0 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 11,087 $32K <0.01% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,755 $31.4K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,675 $31.2K <0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,530 $30.7K <0.01% -1,583 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,525 $30.7K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,452 $30.5K <0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,449 $30.5K 0.01% -3,384 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,339 $30.2K 0.01% +3,287 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 10,276 $30K 0.03% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,214 $29.8K <0.01% -5,197 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 10,000 $29.2K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,773 $28.5K <0.01% +881 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,381 $27.4K <0.01% +7,138 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,847 $25.8K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,850 $22.9K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,500 $21.9K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,385 $21.6K <0.01% -1,088 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,028 $20.5K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,992 $20.4K 0.01% -693 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,771 $19.8K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $17.5K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,192 $15.2K <0.01% -9,579 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 5,104 $14.9K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,026 $14.7K <0.01% +1,226 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,808 $14K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,584 $13.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,442 $13K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,151 $12.1K <0.01% new 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,100 $12K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,566 $10.4K 0.01% 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,321 $9.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,804 $8.19K <0.01% +746 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,660 $7.77K <0.01% +105 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 2,339 $6.83K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $5.65K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,747 $5.1K <0.01% -13,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,532 $4.47K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,331 $3.95K <0.01% +916 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,030 $3.01K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,000 $2.97K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $2.92K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $2.92K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 973 $2.84K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 803 $2.35K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 682 $1.99K <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 638 $1.86K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 638 $1.86K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 553 $1.61K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 550 $1.61K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 549 $1.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 513 $1.5K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 493 $1.44K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 414 $1.21K <0.01% -37 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 387 $1.13K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 375 $1.09K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 305 $891 <0.01% +89 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 300 $876 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 299 $873 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 247 $721 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 181 $529 <0.01% new 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 117 $345 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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