Souders Financial Advisors More: the full row for Souders Financial Advisors 1,359 $443K 0.06% -434 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,357 $442K <0.01% +295 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,356 $442K 0.02% -10,558 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,355 $442K 0.03% -3,718 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 1,355 $442K <0.01% +19 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,334 $435K 0.02% 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,310 $427K 0.01% 0 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,305 $426K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,293 $422K <0.01% +135 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,290 $421K 0.02% -398 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,285 $419K 0.03% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,280 $417K 0.24% -160 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,263 $412K 0.07% new 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 1,259 $411K 0.08% -7,909 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,250 $408K 0.37% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,245 $406K 0.07% -52 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,245 $406K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,238 $403K 0.05% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,227 $400K 0.03% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,226 $400K 0.02% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 902 $392K 0.01% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,155 $377K 0.14% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,156 $377K +152 Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 1,147 $374K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,136 $370K 0.01% +307 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,134 $370K 0.01% -5,068 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,123 $366K 0.01% -181 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,125 $366K 0.02% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,117 $364K <0.01% -94 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,122 $362K 0.01% -1,316 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,102 $359K 0.1% -60 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,100 $359K 0.03% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,098 $358K 0.01% -384 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 912 $358K 0.02% +5 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,084 $353K <0.01% +126 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,072 $350K 0.03% -64 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,044 $340K 0.01% +26 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,043 $340K 0.02% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,036 $338K <0.01% +169 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,032 $336K 0.01% -177 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,027 $335K 0.05% -2 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,000 $326K 0.04% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,000 $326K 0.09% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $325K 0.01% 0 13F-HR/A Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 974 $318K <0.01% -13,636 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 944 $308K 0.03% -70 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 934 $305K 0.02% -94 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 924 $301K 0.04% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 916 $299K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 916 $299K 0.02% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 903 $294K <0.01% +240 13F-HR/A Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 900 $293K 0.02% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 896 $292K 0.07% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 882 $288K 0.02% +74 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 870 $284K 0.26% +19 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 869 $284K <0.01% +98 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 830 $271K <0.01% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 825 $269K 0.07% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 822 $268K 0.07% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 818 $267K 0.05% -14,188 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 817 $266K 0.01% -45 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 806 $263K <0.01% new 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 800 $261K 0.17% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 792 $258K 0.04% +19 13F-HR Timeline Essex LLC More: the full row for Essex LLC 788 $257K 0.05% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 800 $254K 0.12% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 757 $247K 0.09% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 750 $245K 0.03% -2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 747 $244K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 746 $243K 0.01% -3 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 740 $241K 0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 735 $240K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 726 $237K 0.01% +110 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 713 $233K <0.01% -285 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 536 $229K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 704 $229K <0.01% +703 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 691 $225K <0.01% +73 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 684 $223K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 673 $219K <0.01% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 506 $219K 0.1% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 667 $218K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 659 $215K 0.01% -255 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 646 $211K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 635 $207K 0.01% -255 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 635 $207K <0.01% new 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 627 $204K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 616 $201K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 589 $192K 0.08% +85 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 594 $192K 0.02% -301 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 572 $185K <0.01% +153 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 517 $169K 0.06% +17 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 496 $162K <0.01% -29 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 490 $160K 0.22% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 488 $159K <0.01% +41 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 481 $157K 0.02% +78 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $148K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 437 $142K 0.01% -18 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 394 $128K 0.01% -12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 387 $126K 0.02% +51 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 386 $126K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 379 $124K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 379 $123K <0.01% +138 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 364 $119K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 353 $115K 0.04% -3,013 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 341 $111K 0.07% -74 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 340 $111K <0.01% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 381 $106K <0.01% +79 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 250 $81.5K <0.01% 0 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 200 $81.5K <0.01% -32 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 238 $77.6K <0.01% -221 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 222 $72.4K <0.01% +23 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 205 $66.8K <0.01% +1 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $65.2K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 200 $65.2K 0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 196 $63.9K <0.01% +52 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 195 $63.6K <0.01% -3 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 192 $63K <0.01% +84 13F-HR Timeline Group NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 191 $62K <0.01% -1,487 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 188 $61.3K <0.01% -130 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 187 $61K <0.01% +63 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 185 $60.3K 0.02% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 184 $60K 0.01% -132 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 182 $59.3K <0.01% +7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 179 $58.4K 0.01% +44 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 168 $54.8K <0.01% -2 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 162 $53K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 154 $50.2K <0.01% +127 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 151 $49.2K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 150 $48.9K <0.01% +65 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 132 $43K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 132 $43K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 128 $41.7K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 113 $36.8K <0.01% new 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 105 $34.2K <0.01% -1,607 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 100 $32.6K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $32.6K 0.01% +10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 96 $31.3K <0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 92 $30K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 87 $28K <0.01% +21 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 76 $24.8K <0.01% +6 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 74 $24.1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 73 $23.8K 0.01% +7 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 69 $22.5K <0.01% +33 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 68 $22.2K 0.02% -3 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) 64 $20.9K <0.01% -1,319 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $20.5K <0.01% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 63 $20.5K <0.01% +23 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $20.2K 0.01% +11 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 62 $20.2K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 61 $19.9K <0.01% +24 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 60 $19.6K 0.01% -62 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 57 $18.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $17.6K <0.01% +8 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 52 $17K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 50 $16.3K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 50 $16.3K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 50 $16.3K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $16.3K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $16K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 48 $15.7K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 48 $15.5K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 47 $15.1K <0.01% +11 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 43 $14K <0.01% +2 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 42 $13.7K <0.01% -5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 42 $13.7K 0.01% -5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 42 $13.7K 0.01% -63 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 40 $13K 0.01% +10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38 $12K <0.01% +20 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 36 $11.7K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $11.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $11.4K <0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 35 $11.4K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 35 $11.4K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 32 $10.4K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30 $9.65K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 29 $9.46K <0.01% -3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $8.48K <0.01% +5 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 23 $7.5K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $6.52K <0.01% +14 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 20 $6.35K <0.01% +18 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $6.25K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 19 $6.2K <0.01% 0 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 14 $6.15K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 17 $5.54K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 17 $5.54K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 16 $5.22K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $5.14K <0.01% +4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 15 $4.89K <0.01% +9 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 15 $4.89K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $4.6K <0.01% -285 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14 $4.57K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $4.24K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 13 $4.24K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $3.91K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15 $3.53K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 14 $3.4K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $3.26K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $3.26K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 10 $3.26K <0.01% +9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12 $3K <0.01% new 13F-HR Timeline