Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,500 $161K <0.01% +12,000 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 16,400 $160K 0.04% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,000 $156K <0.01% +1,000 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 15,855 $155K <0.01% -115 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 15,114 $147K 0.03% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,004 $146K <0.01% 0 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,000 $146K 0.03% -11,800 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 37,820 $143K <0.01% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 14,500 $141K 0.03% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 14,500 $141K 0.03% +2,000 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,130 $138K <0.01% -747 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 13,967 $136K 0.02% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,896 $135K <0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,675 $133K <0.01% -843 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,275 $129K 0.05% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,262 $129K <0.01% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 13,000 $127K 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,397 $121K <0.01% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 13,635 $120K 0.08% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,885 $116K 0.07% 0 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) 11,881 $116K <0.01% -35,107 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 10,024 $115K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,777 $115K 0.01% +766 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,664 $114K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,290 $110K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 11,269 $110K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,106 $108K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,030 $108K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,000 $107K <0.01% +5,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,791 $105K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,787 $105K <0.01% +3,501 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,756 $105K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,682 $104K <0.01% +1,431 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 10,307 $104K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,300 $100K 0.01% +300 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,203 $99.5K <0.01% -3,999 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,200 $99.5K <0.01% new 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,193 $99.4K <0.01% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,133 $98.8K <0.01% +3 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,000 $97.5K 0.02% -14,000 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,000 $97.5K 0.01% -2,000 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,000 $97.5K <0.01% new 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 10,000 $97.5K 0.09% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 9,100 $88.7K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,048 $78.5K 0.02% +3,430 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 7,961 $78K <0.01% +2,680 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,712 $75K <0.01% new 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 7,096 $69.2K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,390 $62.3K <0.01% +620 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,780 $56.4K <0.01% +866 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 5,282 $51.5K 0.03% -2,718 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,281 $51.5K <0.01% +824 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,227 $51K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,000 $48.8K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,464 $43.5K <0.01% +4,306 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,300 $41.9K <0.01% -526 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,076 $39.7K <0.01% +2,164 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,009 $39.1K <0.01% -344 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,000 $39K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,395 $33.1K <0.01% +2,975 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,375 $32.9K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,324 $32.4K <0.01% +1,224 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,097 $30.2K <0.01% +1,095 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,092 $30.1K 0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,087 $30.1K 0.01% +2,547 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,054 $29.8K <0.01% +54 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 3,000 $29.2K 0.03% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,000 $28.7K 0.02% new 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,852 $27.8K 0.01% -23,980 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,729 $27.5K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,500 $24K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,336 $22.8K <0.01% +2,186 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,300 $22.4K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,049 $21.5K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 2,150 $21K 0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,052 $20K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,000 $19.5K <0.01% +1,000 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,000 $19.5K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,000 $19.5K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,913 $18.7K <0.01% +374 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,886 $18.4K <0.01% +859 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,944 $18.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,818 $17.7K <0.01% +1,200 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,550 $15.1K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,500 $14.6K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,470 $14.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,442 $14.1K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,364 $13.3K <0.01% +264 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,329 $13K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,150 $11.2K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,102 $11.1K <0.01% +592 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,070 $10.4K <0.01% new 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,050 $10.2K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,000 $9.75K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,000 $9.75K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,000 $9.75K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,000 $9.75K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 988 $9.63K <0.01% -4,012 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 960 $9.36K 0.01% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 950 $9.26K 0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $9K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 868 $8.46K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 845 $8.24K <0.01% -175 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 740 $7K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 680 $6.63K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 658 $6.42K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 656 $6.4K <0.01% +388 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 654 $6.38K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 598 $5.83K <0.01% -40 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 565 $5.51K <0.01% -840 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 525 $5.12K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 500 $4.88K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 465 $4.53K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 390 $4K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 400 $3.9K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 400 $3.9K <0.01% new 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 398 $3.88K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $3.78K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 321 $3.13K <0.01% +101 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 313 $3.05K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 350 $3K <0.01% +342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 295 $3K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 300 $2.92K <0.01% new 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 300 $2.92K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 260 $2.54K <0.01% -60 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 257 $2.5K <0.01% -353 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 $1.95K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 200 $1.95K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 200 $1.95K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 194 $1.89K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 180 $1.75K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 179 $1.75K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 178 $1.74K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 174 $1.7K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 168 $1.64K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 150 $1.46K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 130 $1.27K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 125 $1.22K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 104 $1.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 102 $995 <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $975 <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 99 $965 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 90 $878 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 56 $546 <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 41 $400 <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 39 $380 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36 $351 <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22 $215 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10 $98 <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9 $89 <0.01% new 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2 $19 <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 100 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 36 $0 0% +18 13F-HR Timeline Value filed as zero, left out of ratios.