JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,443,296 $315M 0.02% +212,487 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,723,211 $283M 0.01% +1,868,295 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,016,963 $127M 0.01% +159,569 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,172,315 $91.4M 0.04% +273,271 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,800,113 $75.7M 0.7% +1,049,292 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,753,957 $73.8M 0.04% +259,893 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,585,845 $66.7M 0.01% +678,761 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,134,658 $47.7M 0.01% +157,811 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 1,034,376 $43.5M 0.09% +39,983 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 917,632 $38.6M 0.01% +77,564 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 914,677 $38.5M <0.01% +40,975 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 450,224 $18.9M 0.01% +316,215 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 386,000 $16.2M 7.76% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 374,233 $15.7M <0.01% +191,646 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 355,711 $15M 0.03% +212,277 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 248,500 $10.5M 1.02% +59,909 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 220,010 $9.25M 0.01% +204,224 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 211,386 $8.89M 3.69% +1,970 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 177,780 $7.48M 0.01% +153,646 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 145,204 $6.11M <0.01% +140,827 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 143,691 $6.04M 0.01% +12,835 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 139,071 $5.85M <0.01% +87,213 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 139,069 $5.85M 0.02% -12,993 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 124,487 $5.24M 0.02% -1,995 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 122,914 $5.17M <0.01% +21,042 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 120,000 $5.05M 1.11% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 118,863 $5M 0.14% +73,002 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) 118,502 $4.98M 0.12% -4,361 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 105,088 $4.42M 0.05% +102,368 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 104,934 $4.41M <0.01% +4,159 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 99,958 $4.2M 0.01% +68,191 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 81,627 $3.43M 0.01% +29 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 75,350 $3.17M 0.01% -11,284 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,722 $3.1M <0.01% +255 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 67,000 $2.82M 0.85% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 64,295 $2.7M <0.01% -3,454 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 61,321 $2.58M 1.09% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,735 $2.55M 0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 58,215 $2.45M 0.07% +9,011 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 54,659 $2.3M <0.01% +268 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,624 $2.26M 0.01% +522 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,851 $2.22M <0.01% +5,235 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 50,995 $2.14M 0.64% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 50,957 $2.14M 0.83% new 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 47,698 $2.01M 0.12% -37,466 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 45,297 $1.91M 0.14% -26,991 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,710 $1.88M <0.01% -51,625 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 44,330 $1.86M 0.02% +4,979 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 42,653 $1.79M 0.04% -13,071 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 42,058 $1.77M <0.01% -2,563 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 41,414 $1.74M 0.01% -1,462 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,844 $1.68M 0.01% +18,700 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 39,821 $1.67M 0.6% -3,144 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 38,834 $1.63M 1.62% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 37,327 $1.57M 0.02% +373 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 34,511 $1.45M 0.03% -6,131 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 34,508 $1.45M 0.12% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 32,805 $1.38M +11,433 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 31,770 $1.34M 0.01% -10,300 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 31,704 $1.33M 0.07% +11,294 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,189 $1.31M 0.02% +57 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 28,147 $1.18M 0.02% +450 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 27,700 $1.17M 1.9% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 27,400 $1.15M <0.01% new 13F-HR Timeline Group Woodline Partners LP More: the full row for Woodline Partners LP 27,075 $1.14M <0.01% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 26,477 $1.11M <0.01% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 26,058 $1.1M 0.23% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,018 $1.09M <0.01% -26,816 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,946 $1.09M 0.02% +8,808 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,840 $1M <0.01% -252 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 23,652 $995K 0.82% +852 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,359 $982K <0.01% +20,307 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 21,793 $917K 0.63% -320 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 21,535 $906K 0.46% +19,998 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,359 $898K 0.03% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,464 $861K <0.01% +373 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,660 $827K 0.01% +5,389 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 19,300 $812K <0.01% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,263 $768K 0.21% -420 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 18,000 $757K 0.1% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 17,482 $735K 0.03% -1,589 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 17,643 $724K 0.49% -5,000 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,627 $699K 0.02% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 16,485 $693K 0.35% -69 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 16,183 $681K 0.04% -689 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,628 $657K 0.01% new 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 15,340 $645K 0.15% +6,772 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,180 $638K <0.01% -44,436 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,450 $608K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,251 $599K 0.01% +480 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 13,214 $585K 0.19% +294 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,835 $582K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,821 $581K 0.05% -13,464 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,604 $572K 0.1% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,839 $572K <0.01% -1,757 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 13,250 $557K 0.07% -329 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,216 $556K 0.02% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 13,046 $549K 0.15% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12,636 $531K 0.05% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,635 $531K 0.08% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 12,576 $529K 0.09% +3,283 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,249 $515K 0.01% +1,395 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 12,107 $509K <0.01% -71 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 10,626 $447K 0.1% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,561 $444K 0.01% -1,961 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,538 $443K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,266 $432K 0.02% -1,236 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,150 $427K 0.01% -405 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 10,128 $426K 0.05% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,060 $423K <0.01% +3,733 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,371 $394K 0.15% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 9,371 $394K 0.15% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,101 $383K 0.01% +300 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,940 $376K 0.01% -700 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 8,704 $366K 0.09% -566 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,419 $354K 0.14% -38 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,350 $351K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,267 $348K 0.11% -4,907 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,746 $326K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,431 $313K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,222 $304K <0.01% -534 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 6,430 $270K 0.09% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,425 $270K 0.01% +6,375 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,336 $266K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,284 $264K 0.01% new 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 6,250 $263K 0.09% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,243 $263K 0.02% -6,979 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,102 $257K 0.03% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,069 $255K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,027 $254K <0.01% -2,172 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,024 $253K <0.01% new 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,000 $252K 0.06% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,000 $252K 0.07% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,964 $251K 0.1% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,828 $245K 0.05% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,805 $244K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,750 $242K 0.05% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,712 $240K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,632 $237K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,611 $236K 0.03% +833 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,585 $235K 0.04% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 5,400 $227K 0.16% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,222 $220K 0.01% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,187 $218K 0.07% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,135 $216K <0.01% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,068 $213K 0.03% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,031 $212K 0.03% new 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 4,996 $210K 0.05% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,946 $208K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,910 $207K 0.01% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,875 $205K 0.07% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,796 $202K 0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,792 $202K <0.01% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,787 $201K 0.19% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,786 $201K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,704 $200K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,962 $167K 0.05% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,794 $160K <0.01% +1,695 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,538 $149K 0.03% -1,228 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 5,460 $145K 0.17% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,236 $136K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 2,886 $121K <0.01% -50 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,475 $104K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,160 $90.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,967 $82.7K <0.01% -868 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,910 $81.1K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,858 $78.2K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,814 $76.3K 0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,757 $73.9K 0.03% +370 13F-HR Timeline ARK Investment Management LLC More: the full row for ARK Investment Management LLC 1,659 $69.8K <0.01% -5,114 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,566 $65.9K <0.01% +727 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,500 $63.1K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,380 $58K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,300 $54.7K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,200 $50.5K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,194 $50.2K <0.01% +215 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,172 $49.3K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,109 $46.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,108 $46.6K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,099 $46.2K <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,095 $46.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,012 $43K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,000 $42K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 910 $38.3K <0.01% -178 13F-HR Timeline Group Financial Management Professionals, Inc. 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