OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,496 $448K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,436 $443K 0.04% -57 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 5,396 $440K 0.38% -547 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,341 $436K 0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,125 $418K <0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 5,120 $418K 0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,093 $415K 0.03% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,076 $414K 0.25% -112 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,961 $405K 0.01% +386 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,914 $401K <0.01% +50 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,858 $396K <0.01% 0 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 4,788 $390K <0.01% +367 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,767 $389K 0.28% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,755 $388K <0.01% -526 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,754 $388K <0.01% +333 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,730 $386K <0.01% +353 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,708 $384K <0.01% new 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,685 $382K 0.01% +756 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,652 $379K 0.03% +1,199 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,621 $377K 0.01% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,497 $367K 0.01% -206 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,380 $357K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,323 $353K 0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,272 $348K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,145 $338K 0.01% -235 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,080 $333K 0.01% +343 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,034 $329K 0.02% +300 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,027 $328K <0.01% -13,023 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,006 $327K <0.01% new 13F-HR/A Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 4,000 $326K 0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,954 $322K 0.02% -18,439 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,951 $319K <0.01% +801 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,467 $318K 0.01% +17 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,844 $313K 0.03% -29,600 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,799 $310K 0.02% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,775 $308K <0.01% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,757 $306K 0.03% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,689 $301K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,672 $299K 0.01% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,609 $294K 0.08% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,560 $290K 0.03% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,526 $288K <0.01% new 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,426 $279K 0.05% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,400 $277K 0.1% -2,900 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,313 $270K 0.01% new 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 3,292 $268K <0.01% new 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,250 $265K 0.07% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,246 $265K <0.01% +2,788 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,235 $264K 0.02% -53,829 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,213 $262K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,203 $261K 0.01% +482 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,142 $256K <0.01% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,059 $249K 0.18% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,040 $248K 0.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,024 $247K <0.01% new 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 3,541 $245K 0.14% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,980 $243K <0.01% +1,027 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,966 $242K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,956 $241K 0.01% +2,684 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,907 $237K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,905 $237K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,880 $235K 0.01% -3,250 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,865 $234K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,853 $233K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,852 $233K <0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2,851 $232K <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 2,827 $231K 0.01% new 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,793 $228K 0.12% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,763 $225K 0.32% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,668 $218K 0.01% +111 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 2,660 $217K 0.04% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,655 $217K 0.15% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,647 $216K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,640 $215K 0.03% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,621 $214K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,621 $214K <0.01% new 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 2,512 $205K <0.01% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,486 $203K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,113 $172K 0.01% +1,898 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,107 $172K 0.02% -190 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,959 $160K 0.1% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,848 $151K <0.01% -3,057 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,811 $148K 0.06% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,800 $147K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,471 $120K <0.01% +429 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,394 $114K 0.01% -26 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,386 $113K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,352 $110K <0.01% +93 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,314 $107K 0.04% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,261 $103K 0.02% -1,692 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,197 $97.6K 0.01% +546 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,186 $96.7K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,170 $95.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,113 $90.8K 0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,062 $86.6K <0.01% -1,727 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,045 $85K <0.01% +1,008 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 983 $80.2K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 859 $70.1K 0.01% -38,851 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 803 $65.5K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 741 $60.4K <0.01% +259 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 730 $59.5K 0.01% -25 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 690 $56.3K <0.01% +671 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 661 $53.9K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 601 $49K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $48.9K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 562 $45.8K 0.01% -880 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 509 $41.5K <0.01% +140 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 489 $40K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 464 $37.8K <0.01% +62 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 460 $37.5K <0.01% +78 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 450 $36.7K 0.02% 0 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 439 $35.8K <0.01% -78 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 428 $34.9K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 401 $32.7K <0.01% -17 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 400 $32.6K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 390 $31.8K <0.01% +209 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 371 $30.3K <0.01% +65 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 355 $28.9K <0.01% -3 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 354 $28.9K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 328 $27K <0.01% -2 13F-HR Timeline Group Burnham & Co LLC More: the full row for Burnham & Co LLC 300 $24.5K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 299 $24.4K <0.01% -36 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 290 $23.6K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 259 $21.7K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 252 $20.6K <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 252 $20.6K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 250 $20.4K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 248 $20.2K 0.01% +223 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 243 $19.8K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 206 $16.6K <0.01% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 200 $16.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 194 $15.8K <0.01% -12 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 176 $14.4K 0.01% +7 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 167 $13.6K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 163 $13.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 163 $13.3K <0.01% +5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 157 $12.8K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 157 $12.8K <0.01% -37 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 150 $12.2K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 148 $12.1K <0.01% -39 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 156 $12K <0.01% +25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 147 $12K <0.01% +40 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 137 $11.2K <0.01% +63 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) 129 $10.5K <0.01% -11,845 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 123 $10K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 126 $10K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 112 $9.13K <0.01% +50 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 104 $8.48K <0.01% +100 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 103 $8.4K 0.01% -84 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 102 $8.32K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $8.15K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 100 $8.15K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $8.15K <0.01% -150 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $8.15K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 96 $7.83K <0.01% -281 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 95 $7.77K <0.01% -100 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $7.75K <0.01% +1 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 85 $6.93K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 82 $6.69K <0.01% +26 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 78 $6.36K <0.01% +7 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 77 $6.28K <0.01% +24 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 75 $6K <0.01% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vision Retirement, LLC More: the full row for Vision Retirement, LLC 73 $5.95K <0.01% -50 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 71 $5.79K <0.01% -16 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 67 $5.46K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 65 $5.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $4.51K <0.01% +2 13F-HR Timeline City State Bank More: the full row for City State Bank 55 $4.49K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 53 $4.32K <0.01% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 53 $4.32K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 51 $4.16K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 50 $4.08K <0.01% +1 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 50 $4.08K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 48 $3.93K <0.01% +3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 48 $3.91K <0.01% +17 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 47 $3.83K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 44 $3.59K <0.01% +9 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 41 $3.34K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 40 $3.26K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 39 $3.18K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 38 $3.1K <0.01% -41 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $2.69K <0.01% +28 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $2.61K <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31 $2.53K <0.01% +15 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 30 $2.45K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $2.45K <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $2.45K <0.01% +13 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 25 $2.04K <0.01% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $2.04K <0.01% -3 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 25 $2K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24 $1.96K <0.01% +12 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $1.88K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 23 $1.88K <0.01% +16 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22 $1.79K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 22 $1.79K <0.01% -23 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 21 $1.71K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20 $1.63K <0.01% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 19 $1.55K <0.01% +8 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 19 $1.55K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $1.47K <0.01% new 13F-HR Timeline