Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,312 $348K 0.07% -535 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,236 $343K 0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,142 $337K 0.27% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,080 $333K 0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,052 $331K 0.01% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,375 $322K 0.02% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,883 $320K 0.05% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,862 $319K 0.08% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 4,823 $316K <0.01% -26,914 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,812 $316K <0.01% +3,227 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,793 $314K 0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,671 $306K 0.03% -227 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,649 $305K 0.21% +6 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4,637 $304K <0.01% +3,230 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,627 $303K 0.05% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,617 $303K 0.02% +29 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,472 $293K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,434 $291K 0.03% -906 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 4,364 $286K <0.01% -5,631 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,377 $286K <0.01% +141 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,289 $281K 0.01% new 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,266 $280K <0.01% -43,738 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,846 $275K 0.01% +247 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,089 $268K 0.02% +35 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,044 $265K 0.04% -3,753 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,031 $264K 0.01% +392 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,030 $264K <0.01% +608 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,000 $262K 0.18% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,993 $262K 0.02% +852 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,972 $260K 0.06% +171 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,900 $256K 0.04% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,885 $255K <0.01% -4,077 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,879 $254K <0.01% -591 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 3,873 $254K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,886 $253K <0.01% -336 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,837 $252K 0.06% +425 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,799 $249K -2,899 Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,798 $249K 0.03% -185 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,694 $242K 0.03% -858 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,675 $241K <0.01% -476 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,456 $240K 0.01% +230 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,661 $240K <0.01% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,620 $237K 0.02% -40 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 3,617 $237K <0.01% -17,180 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,600 $236K 0.01% -42 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,465 $227K <0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,388 $222K 0.05% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,985 $221K 0.06% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,348 $220K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,342 $219K <0.01% +128 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,323 $218K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,285 $215K 0.01% -3,230 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,250 $213K 0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,246 $213K <0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,226 $212K 0.13% -22 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,221 $211K 0.01% +317 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,189 $209K 0.01% -118 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 3,185 $209K <0.01% -10,767 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,178 $208K 0.01% -490 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,176 $208K <0.01% -695 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,053 $208K 0.11% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,164 $207K 0.03% +15 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,141 $206K <0.01% -7,475 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,139 $206K <0.01% -68 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,110 $204K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,064 $201K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,056 $200K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,045 $200K 0.03% -103 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,035 $199K 0.12% -376 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,763 $181K <0.01% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $177K <0.01% +1,300 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,576 $169K 0.01% +486 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,500 $164K <0.01% 0 13F-HR/A Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,400 $157K <0.01% +1,500 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) 1,886 $124K <0.01% -6,616 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,870 $123K <0.01% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,862 $122K <0.01% -4,111 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,850 $121K <0.01% +154 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,722 $113K <0.01% -125 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,570 $103K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,424 $93.4K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,415 $92.8K <0.01% -822 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,282 $84.1K <0.01% +21 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,276 $83.7K 0.01% +69 13F-HR/A Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,235 $81K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,194 $80.4K 0.02% -40 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,104 $72.4K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,094 $71.7K 0.02% +13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,075 $70.5K <0.01% +583 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,037 $68K 0.01% -144 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,008 $66.1K <0.01% -563 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 978 $64K <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 963 $63.1K <0.01% +422 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 920 $60.3K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 902 $59.1K <0.01% -98 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 868 $57K <0.01% -859 13F-HR/A Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 740 $48.5K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 728 $47.7K <0.01% +499 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 712 $46.1K 0.02% +580 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 698 $45.8K <0.01% +399 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 688 $45.1K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 684 $44.9K 0.01% -2,150 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 627 $41.1K 0.01% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 596 $39.1K 0.03% +201 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 532 $34.9K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 506 $33.2K <0.01% -13 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 491 $32.2K <0.01% 0 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 490 $32.1K <0.01% 0 13F-HR/A Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 463 $30.4K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 461 $30.2K <0.01% -150 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 446 $29.2K <0.01% +263 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 445 $29.2K 0.01% +444 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 435 $29K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 434 $28.5K 0.01% -8,020 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 411 $28K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 424 $27.8K <0.01% +110 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 411 $26.9K 0.01% -320 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 371 $24.3K 0.01% -408 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 350 $23K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 350 $22.9K <0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 348 $22.8K <0.01% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 324 $21K 0.02% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 319 $20.9K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 310 $20.3K 0.02% +225 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 308 $20.2K 0.01% +12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 304 $20K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $19.7K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 294 $19.3K <0.01% -176 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 292 $19.2K <0.01% +154 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 290 $19K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 290 $19K <0.01% +114 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 287 $18.8K <0.01% -65 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 284 $18.6K <0.01% +57 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 248 $16.3K <0.01% -9 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 234 $15.4K <0.01% +74 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 226 $15K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 214 $14K <0.01% -54 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 210 $13.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 208 $13.6K <0.01% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 194 $12K <0.01% +59 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 177 $11.6K <0.01% +162 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 177 $11.6K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 164 $10.8K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 157 $10.3K <0.01% -2,103 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 151 $9.91K <0.01% -4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 143 $9.38K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 142 $9.31K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 128 $8.39K <0.01% +102 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 125 $8.2K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 119 $8.06K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 113 $7.46K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 107 $7.02K <0.01% -31 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 102 $6.69K <0.01% +19 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 92 $6.32K <0.01% -59 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 95 $6.23K <0.01% +16 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 95 $6.23K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 93 $6.1K <0.01% -16 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $6K <0.01% -52 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 90 $5.9K <0.01% -22 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 86 $5.64K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 82 $5.38K <0.01% -2 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 79 $5.18K <0.01% +14 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 78 $5.11K <0.01% -901 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 76 $4.98K <0.01% -38 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 72 $4.72K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 65 $4.28K <0.01% -92 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 64 $4.2K <0.01% +6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 55 $3.92K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58 $3.8K <0.01% +24 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 57 $3.74K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 52 $3.41K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $3.21K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 40 $2.62K <0.01% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 36 $2.36K <0.01% -110 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 36 $2.36K <0.01% -2,364 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 35 $2.29K <0.01% +30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 33 $2.16K <0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23 $2K <0.01% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 25 $1.64K <0.01% -62 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 25 $1.64K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21 $1.38K <0.01% -34 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $1.31K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $1.25K <0.01% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 15 $1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15 $984 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13 $852 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $787 <0.01% -88 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $787 <0.01% -10 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $787 <0.01% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11 $725 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $656 <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 10 $656 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 10 $656 <0.01% +3 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 9 $590 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $590 <0.01% +6 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $525 <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $462 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 7 $459 <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7 $459 <0.01% new 13F-HR/A Timeline