WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,547 $426K <0.01% +19,224 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,900 $413K <0.01% +4,577 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 20,800 $411K 0.09% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 20,535 $406K 0.01% +9,920 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,624 $406K <0.01% -1,299 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 20,492 $405K <0.01% +95 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,116 $398K 0.01% +15,700 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 19,810 $392K 0.16% +283 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 19,796 $392K <0.01% new 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 19,530 $386K 0.05% +4,460 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 19,440 $385K 0.01% +15,874 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,395 $384K <0.01% +11,652 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,042 $381K <0.01% -1,495 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 18,824 $372K 0.01% +6,684 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,649 $369K <0.01% -4,763 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 18,600 $368K 0.01% -34,766 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,499 $366K 0.01% -570 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 18,394 $364K 0.02% +15,200 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,142 $359K 0.01% new 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 18,100 $358K 0.27% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 18,000 $356K 0.05% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,684 $350K 0.01% +4,709 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 17,643 $349K 0.31% +7,280 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,038 $337K <0.01% +1,571 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 16,886 $334K 0.41% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 16,757 $331K 0.01% +16,523 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 16,555 $327K 0.04% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,483 $326K <0.01% -1,182 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 16,400 $324K 0.27% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 16,175 $320K 0.05% +1,800 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 15,895 $314K 0.22% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,350 $304K 0.01% +1,000 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 15,335 $303K <0.01% new 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 15,303 $303K 0.17% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 15,300 $303K 0.09% -2,329 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 15,248 $302K 0.39% -1,513 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,135 $299K 0.01% +933 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,030 $297K 0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 15,005 $297K 0.04% -1,000 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 14,955 $296K 0.05% +4,951 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 14,852 $294K 0.09% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,367 $284K <0.01% +2,395 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,767 $272K 0.02% +755 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,645 $270K 0.05% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 13,571 $268K 0.02% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 13,445 $266K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,378 $265K 0.01% +2,825 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,790 $264K <0.01% -1,639 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,980 $257K 0.01% +525 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,692 $251K <0.01% +4,975 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,570 $249K 0.02% +5,000 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 12,518 $248K 0.01% +2,774 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,285 $243K 0.01% +4,448 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12,242 $242K 0.13% -850 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,211 $242K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,199 $241K <0.01% +5,355 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,100 $239K +2,100 Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,553 $239K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,039 $238K 0.01% +291 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12,000 $237K <0.01% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,786 $233K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,767 $233K 0.01% +10,173 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,736 $232K 0.02% -3,536 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,647 $230K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,695 $230K 0.02% new 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 11,558 $229K 0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,264 $223K <0.01% -3,557 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,257 $223K 0.07% +153 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 11,251 $223K 0.16% -607 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 10,797 $214K 0.12% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,790 $213K 0.16% -17,434 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,688 $211K <0.01% +4,981 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,684 $211K <0.01% +2,039 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,397 $206K <0.01% -9,123 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 10,281 $203K 0.04% +2,096 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,007 $198K 0.05% +1,051 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,528 $188K <0.01% -24,807 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 7,853 $155K 0.02% +6,116 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 7,523 $149K 0.04% +2,806 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,518 $149K 0.02% -750 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,146 $141K 0.05% +7,136 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,084 $140K 0.01% +4,539 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 7,000 $138K 0.02% +1,000 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,933 $137K 0.02% +1,835 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,275 $133K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,601 $131K 0.01% +2,000 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,526 $129K <0.01% -9,080 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,200 $123K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,461 $108K <0.01% +2,406 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 5,783 $106K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,190 $103K <0.01% +120 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,315 $95.7K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,698 $92.9K <0.01% +4,043 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,620 $91.4K <0.01% +658 13F-HR/A Timeline Group Franchise GP Ltd More: the full row for Franchise GP Ltd 4,400 $87K 0.03% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,031 $79.7K 0.03% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,000 $79.1K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,962 $78.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,805 $75.3K 0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,440 $68K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 3,249 $64.3K 0.03% +1,330 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,202 $63.3K 0.01% -50 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,750 $54.4K <0.01% +750 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,437 $48.2K <0.01% +1,795 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,350 $46.5K <0.01% +475 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,291 $45.3K 0.02% +1,742 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 748 $44.7K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,150 $42.5K 0.04% -11,076 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,109 $41.7K 0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,000 $39.6K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,000 $39.6K 0.02% 0 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) 1,979 $39.1K <0.01% -13,183 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,966 $38.9K 0.02% +570 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,900 $37.6K <0.01% -5,100 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,859 $37K <0.01% +780 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,830 $36.2K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,790 $35.4K <0.01% 0 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,669 $33K <0.01% 0 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,486 $29.4K 0.02% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,250 $24.7K 0.02% +225 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,174 $23.2K <0.01% +600 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,161 $23K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,087 $21.5K 0.01% 0 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 1,052 $20.8K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $19.8K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,000 $19.8K 0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,000 $19.8K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 950 $18.8K <0.01% +300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 933 $18.5K <0.01% -193 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 860 $17K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 845 $16.7K <0.01% -433 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 809 $16K 0.01% +52 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 808 $15.9K <0.01% +300 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 800 $15.8K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 700 $13.8K <0.01% -23,300 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 686 $13.6K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 625 $12.4K 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 618 $12.2K <0.01% +447 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 575 $11.4K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 550 $10.9K <0.01% +275 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 532 $10.5K <0.01% +277 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 500 $10.1K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 500 $10K <0.01% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 505 $9.99K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 500 $9.89K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 500 $9.89K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 500 $9.89K 0.01% 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 456 $9.02K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 450 $8.9K 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 419 $8.29K <0.01% new 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 424 $8K 0.01% -776 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 400 $7.91K <0.01% +373 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 385 $7.62K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 366 $7.24K 0.01% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 366 $7.24K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 350 $6.92K <0.01% new 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. 323 $6.39K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 322 $6.37K <0.01% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 301 $5.95K <0.01% -7,199 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $5.93K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 300 $5.93K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 300 $5.93K <0.01% -130 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 300 $5.93K 0.03% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 250 $5.63K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 278 $5.5K <0.01% +208 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 256 $5.06K <0.01% -50 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 250 $4.95K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 234 $4.63K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 230 $4.55K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 210 $4.15K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 208 $4.12K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $3.96K <0.01% -100 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $3.96K <0.01% -2,000 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 200 $3.96K <0.01% +100 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 135 $3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 149 $2.95K <0.01% +133 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 153 $2.81K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 117 $2.31K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 115 $2.27K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 115 $2.27K <0.01% +45 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 103 $2.04K <0.01% new 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 101 $2K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $1.98K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $1.98K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 100 $1.98K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 100 $1.97K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 93 $1.84K <0.01% -93 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 75 $1.71K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 82 $1.69K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 76 $1.5K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 73 $1.44K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 68 $1.34K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 63 $1.3K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 64 $1.27K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 60 $1.19K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 56 $1.11K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 51 $1.05K <0.01% +1 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 55 $1K <0.01% -5 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $989 <0.01% new 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51 $938 <0.01% new 13F-HR Timeline Group