CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 40,658 $210K <0.01% +11,548 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 40,219 $208K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 39,913 $206K 0.01% +6,863 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 39,542 $204K <0.01% 0 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 39,221 $203K <0.01% -80,400 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 39,200 $203K 0.05% +198 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,035 $202K <0.01% +8,474 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 38,750 $200K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,376 $198K <0.01% -28,658 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 38,241 $198K <0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 38,220 $198K <0.01% -157,832 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 37,526 $194K 0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 37,525 $194K 0.01% +87 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 37,168 $192K <0.01% 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 37,820 $192K <0.01% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 35,522 $184K 0.09% +9 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 35,278 $182K <0.01% -1,816,921 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 35,252 $182K <0.01% +7,894 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 34,981 $181K 2.43% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 34,973 $181K <0.01% -9,763 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 34,188 $177K 0.15% -3,375 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 33,344 $172K <0.01% new 13F-HR Timeline Group Odyssean, LLC More: the full row for Odyssean, LLC 32,334 $167K 0.06% +19,489 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 32,074 $166K 0.1% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 31,865 $165K 0.08% +5,225 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 30,914 $160K <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 30,701 $159K <0.01% +3,245 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 29,713 $154K <0.01% -41,052 13F-HR/A Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 28,539 $148K 0.02% -1,300 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,091 $145K <0.01% +4,962 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 27,969 $145K 0.01% +5,718 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 27,750 $143K <0.01% -1,700 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 27,601 $143K <0.01% +8,964 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 27,464 $142K <0.01% -32,660 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 27,346 $141K 0.11% +1,827 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 26,340 $136K 0.03% +914 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,240 $136K <0.01% -8,153 13F-HR Timeline Group Themes Management Co LLC More: the full row for Themes Management Co LLC 26,148 $135K 0.08% +10,593 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 26,048 $135K <0.01% -389 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 26,044 $135K <0.01% -2,590 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,903 $134K <0.01% -47,167 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 25,306 $131K 0.04% -78,561 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,040 $130K <0.01% +6,381 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,090 $130K <0.01% -3,895 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 25,067 $130K 0.03% -23,799 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 25,000 $129K 0.01% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 25,000 $129K 0.02% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 24,817 $128K <0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 24,434 $126K <0.01% -12,551 13F-HR/A Timeline STRS OHIO More: the full row for STRS OHIO 24,100 $125K <0.01% -28,200 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 17,266 $123K 0.04% -347 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 23,625 $122K 0.02% +175 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,600 $122K 0.01% -752 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,588 $122K <0.01% -15,474 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,303 $120K 0.01% -36,131 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,292 $120K <0.01% -2,468 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,134 $120K 0.01% +11,424 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,962 $119K <0.01% +4,144 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,900 $118K <0.01% +3,700 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 22,854 $118K <0.01% +197 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 21,724 $112K 0.01% +3,249 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,464 $112K 0.01% +884 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 21,635 $112K <0.01% +7,235 13F-HR Timeline Group Eleva Capital SAS More: the full row for Eleva Capital SAS 21,534 $111K 0.03% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,265 $110K <0.01% +463 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 21,185 $110K 0.12% +7,985 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,992 $109K <0.01% -27,843 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 20,933 $108K <0.01% +618 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,917 $108K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 20,919 $108K <0.01% +3,962 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 20,562 $106K 0.02% +6,977 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,316 $105K <0.01% -281 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 20,284 $105K <0.01% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 20,284 $105K 0.11% -3,402 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20,244 $105K <0.01% +153 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,100 $104K <0.01% +250 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 20,000 $103K 0.03% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 19,830 $103K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 19,571 $101K 0.06% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,239 $99.5K <0.01% -3,516 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 19,212 $99.3K <0.01% new 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 18,931 $97.9K 0.01% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 18,522 $95.8K <0.01% -11,635 13F-HR/A Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 18,188 $94K 0.02% +20 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 18,160 $93.9K <0.01% +2,420 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,236 $93.4K <0.01% -14,124 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 18,054 $93.3K 0.02% +13,769 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,752 $91.8K <0.01% -1,648 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,168 $89.4K 0.01% +3,883 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 17,003 $87.9K 0.04% -27,361 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 16,635 $86K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,600 $86K <0.01% +5,850 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,220 $83.8K <0.01% +3,449 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 15,013 $83.2K 0.01% +2,095 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 15,750 $81.4K 0.02% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,650 $80.9K 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,610 $80.7K <0.01% +700 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,500 $80.1K 0.02% +200 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,999 $79K <0.01% -9,618 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 15,155 $78.4K +14,792 Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,595 $78K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,078 $78K <0.01% -34,897 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,024 $77.7K <0.01% +2,765 13F-HR Timeline Group 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 15,000 $77.5K <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,990 $77.5K <0.01% -115,820 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,914 $77.1K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,904 $77.1K <0.01% +9,704 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,860 $76.8K <0.01% -7,196 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,418 $74.5K <0.01% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 14,200 $73.4K 0.05% -895 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 14,113 $73K 0.14% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,075 $72.8K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,070 $72.7K <0.01% +3,400 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13,837 $71.5K <0.01% +6,012 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 13,782 $71.3K 0.03% -200 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,439 $69.5K <0.01% +825 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,400 $69.3K <0.01% +1,000 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,271 $68.6K 0.02% -275 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,919 $66.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,912 $66.8K <0.01% +4,028 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,869 $66.5K <0.01% -406 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,808 $66.2K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 12,747 $65.9K <0.01% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,420 $64.2K 0.01% -1,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,358 $63.9K <0.01% +439 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,144 $62.8K <0.01% -7,807 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,130 $62.7K <0.01% -382 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,913 $61.6K <0.01% +2,633 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,912 $61.6K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,885 $61.4K 0.03% 0 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 11,810 $61.1K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,665 $60.3K <0.01% +520 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,513 $59.5K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,337 $58.6K <0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,270 $58.3K 0.01% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 11,261 $58.2K <0.01% +2,590 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,246 $58.1K 0.01% +309 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 11,227 $58K 0.04% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,125 $57.5K <0.01% +208 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,960 $56.7K <0.01% -209 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 10,886 $56.3K 0.01% -174 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,885 $56.3K <0.01% -1,368 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 10,870 $56.2K 0.02% -300 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,679 $55.2K <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 10,633 $55K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,507 $54.3K 0.01% +1,549 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,433 $53.9K <0.01% -71 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,268 $53.1K <0.01% +268 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,113 $52.3K <0.01% -116 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 10,100 $52.2K <0.01% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 10,004 $51.7K 0.01% 0 13F-HR/A Timeline DAGCO, INC. More: the full row for DAGCO, INC. 10,000 $51.7K 0.01% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $51.7K <0.01% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 10,000 $51.7K 0.03% 0 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 10,000 $51.7K 0.03% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,695 $51.4K <0.01% -32,694 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 10,000 $49.4K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,260 $47.9K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,080 $46.9K <0.01% -50 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,850 $45.8K 0.01% +1,100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,786 $45.4K <0.01% +3,275 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,622 $44.6K <0.01% -2,180 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,536 $44.1K <0.01% -7,594 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,500 $43.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,362 $43.2K <0.01% -1,344 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 8,310 $43K <0.01% +210 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,809 $40.4K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,730 $40K <0.01% -73 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,935 $35.9K <0.01% -12,171 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,350 $27.7K 0.02% +850 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,162 $26.7K <0.01% +294 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,093 $26.3K 0.01% -25,562 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,000 $25.9K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,150 $25.4K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,500 $23.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 4,499 $23.3K <0.01% +2,205 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,242 $21.9K 0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,225 $21.8K <0.01% +915 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,945 $20.4K <0.01% -221 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,534 $18.4K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 3,560 $18.4K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,510 $18.1K <0.01% -50 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,386 $17.5K <0.01% -2,276 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 3,000 $17.3K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,271 $16.9K <0.01% +2,971 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,225 $16.7K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,200 $16.5K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,136 $16.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,467 $15.9K <0.01% -3,685 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,059 $15.8K <0.01% +428 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,029 $15.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,850 $14.7K <0.01% +1,850 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,759 $14.5K <0.01% +500 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,600 $13.4K <0.01% -2,000 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,550 $13.2K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,500 $12.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,390 $12.4K <0.01% +1,300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,379 $12.3K <0.01% +395 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,331 $12.1K <0.01% -783 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,000 $10.3K <0.01% 13F-HR Timeline