Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,716 $411K 0.03% +292 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,686 $404K 0.04% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,674 $401K 0.03% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,671 $400K 0.15% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,657 $397K 0.01% -12 13F-HR/A Timeline Group Legacy Trust More: the full row for Legacy Trust 1,655 $396K 0.08% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,642 $393K <0.01% +112 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 1,594 $389K 0.19% -66 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,618 $387K 0.02% +10 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,609 $385K 0.07% +928 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,579 $378K 0.28% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,570 $376K 0.01% -318 13F-HR Timeline American Trust More: the full row for American Trust 1,554 $372K 0.03% -180 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,550 $371K 0.01% +77 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,523 $370K 0.01% -6,134 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,546 $370K 0.06% -138 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,540 $369K 0.22% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,538 $368K 0.16% +130 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,536 $368K <0.01% +75 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,525 $365K 0.08% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,517 $363K 0.04% -183 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,512 $362K 0.07% -1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,502 $360K 0.01% -529 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,547 $359K 0.3% -21 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,486 $356K 0.22% -586 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,481 $355K <0.01% -1,370 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,477 $354K 0.04% -73 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 1,474 $353K 0.03% +95 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,464 $350K 0.02% -170 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,462 $350K 0.15% -1 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,460 $350K 0.2% -38 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,451 $347K 0.01% -9,301 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,445 $346K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,445 $346K 0.01% -470 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,442 $345K 0.1% -2,558 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,435 $344K 0.12% +170 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,432 $343K 0.1% -95 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,430 $342K 0.06% -543 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,428 $342K 0.25% -1 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,418 $339K <0.01% -4 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,408 $337K 0.03% +86 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,400 $335K 0.12% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,383 $331K 0.13% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,360 $326K 0.11% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,347 $322K -49 Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,344 $322K 0.04% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,343 $322K <0.01% -8,119 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,343 $322K 0.04% +339 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,429 $321K 0.02% -199 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,325 $317K 0.1% +13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,319 $316K 0.01% -1,041 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,313 $315K <0.01% -67,313 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,310 $314K 0.04% -201 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,309 $313K 0.13% -955 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,308 $313K <0.01% +349 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,308 $313K <0.01% -37 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,302 $312K 0.05% -54 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,301 $311K 0.01% +233 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,300 $311K 0.24% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,299 $311K <0.01% -10 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,298 $311K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,294 $310K 0.03% -92 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,293 $308K 0.01% -1,334 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,285 $308K 0.06% +77 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,284 $307K 0.02% +16 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,292 $307K 0.01% +40 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,280 $306K 0.01% -844 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,278 $306K 0.06% -13 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,277 $306K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,261 $302K 0.02% +160 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,254 $300K 0.09% +257 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,252 $300K 0.1% +110 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,250 $299K 0.03% +142 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,250 $299K 0.03% +82 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,247 $299K <0.01% +215 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,244 $298K <0.01% -1,975 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,244 $298K 0.02% +327 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,244 $298K 0.24% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,238 $296K 0.05% +114 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,221 $292K <0.01% -6 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,229 $292K <0.01% -192 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,218 $292K 0.08% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,216 $291K 0.06% +1,129 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,215 $291K 0.07% -39 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,209 $289K 0.05% +229 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,210 $289K <0.01% +36 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,205 $288K <0.01% -213 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,204 $288K 0.1% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,201 $288K 0.02% -37 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,160 $285K 0.02% -279 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,176 $282K 0.11% -15 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,146 $274K 0.01% +42 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,143 $274K 0.03% -8,603 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,140 $273K 0.01% -1,156 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,101 $273K <0.01% -54 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,138 $272K 0.01% -3,149 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,132 $271K 0.04% +131 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,129 $270K 0.05% -15 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,129 $270K 0.02% -184 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,119 $268K 0.12% -415 13F-HR/A Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,114 $267K 0.02% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,108 $265K 0.01% +6 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,103 $264K 0.01% 0 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,102 $264K <0.01% -46 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,100 $263K 0.06% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,099 $263K 0.03% -172 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,099 $263K 0.06% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,098 $263K 0.2% -59 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,094 $262K 0.06% -169 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,092 $261K 0.03% +365 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,090 $261K 0.07% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,090 $261K 0.1% -27 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,081 $259K <0.01% -234 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,077 $258K <0.01% -21 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,072 $257K 0.01% +274 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,071 $256K <0.01% -20 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,066 $255K <0.01% -217 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,051 $252K 0.02% -16 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,045 $250K 0.21% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,110 $250K 0.01% -201 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,022 $245K 0.02% -2 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,021 $244K 0.12% +156 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,018 $244K <0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,018 $244K 0.01% -54 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,017 $243K 0.01% +124 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,012 $242K 0.02% +314 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,009 $242K 0.1% -97 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,006 $241K 0.08% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,004 $240K 0.03% +39 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $239K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 993 $238K 0.01% -6 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 991 $237K 0.01% -136 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 990 $237K 0.02% -10,274 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 987 $236K 0.06% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 986 $236K <0.01% -551 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 983 $235K <0.01% -1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 983 $235K <0.01% -975 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 976 $234K 0.08% -330 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 976 $234K 0.02% +115 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 976 $234K 0.12% -76 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 972 $233K 0.02% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 966 $231K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 958 $229K 0.07% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 956 $229K 0.01% -465 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 954 $229K <0.01% +236 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 948 $227K 0.09% +7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 947 $227K 0.01% +71 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 940 $225K <0.01% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 936 $224K 0.23% +4 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 919 $220K 0.09% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 917 $220K 0.02% -353 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 926 $218K 0.03% -85 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 910 $218K 0.02% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 910 $218K 0.08% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 904 $216K 0.01% +29 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 902 $216K 0.01% +210 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 901 $216K 0.09% -93 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 901 $216K 0.01% +208 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 900 $215K 0.03% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 899 $215K 0.07% +190 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 912 $214K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 892 $214K 0.03% +206 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 887 $212K 0.03% +34 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 887 $212K 0.02% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 886 $212K 0.02% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 886 $212K 0.04% -259 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 885 $212K 0.09% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 885 $212K 0.02% 0 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 885 $212K 0.09% -22 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 876 $210K 0.03% -28 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 873 $209K 0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 870 $208K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 870 $208K 0.04% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 867 $208K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 861 $206K 0.01% -50 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 861 $206K 0.02% -120 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 859 $206K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 855 $205K 0.04% -169 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 842 $202K <0.01% -441 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 800 $192K 0.02% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 795 $190K 0.09% +60 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 870 $190K <0.01% -350 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 790 $189K 0.02% +562 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 783 $187K 0.05% -79 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 734 $176K <0.01% -61 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 720 $173K 0.01% +240 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 709 $170K 0.01% -108 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 704 $169K 0.02% -144 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 696 $167K 0.12% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 700 $165K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 685 $164K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 674 $161K <0.01% -85 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 666 $159K 0.02% -19 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 662 $158K <0.01% +61 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 662 $158K 0.13% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 650 $156K 0.01% -434 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 647 $155K 0.02% +390 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 643 $154K 0.01% +50 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 640 $153K 0.01% -141,195 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 628 $150K 0.08% 0 13F-HR Timeline