MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,182 $252K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,041 $249K <0.01% +1,929 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,005 $249K 0.02% +324 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,913 $247K -784 Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 12,300 $235K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,253 $234K 0.01% +285 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,222 $234K <0.01% +510 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 12,063 $231K +10,563 Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 11,935 $228K 0.17% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,883 $227K 0.02% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 11,809 $226K 0.11% -2,337 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,520 $220K 0.01% +75 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 11,515 $220K <0.01% new 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 11,200 $214K 0.17% -1,300 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,000 $210K 0.05% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,884 $208K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,777 $206K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,382 $199K <0.01% +7 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 10,312 $197K 0.03% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 10,315 $197K 0.05% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 10,250 $196K 0.11% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,278 $177K 0.01% -111 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,169 $175K <0.01% -2,100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,539 $163K <0.01% +2,327 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8,436 $161K 0.04% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,900 $151K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,263 $139K 0.03% -2,257 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,731 $133K 0.01% +1,108 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,152 $121K 0.01% +1,015 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,150 $118K <0.01% new 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) 5,900 $113K <0.01% +1,034 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,544 $106K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,321 $102K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,798 $92K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,766 $91.2K <0.01% -2,295 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,720 $90.3K <0.01% -29 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,542 $86.9K <0.01% -150 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,000 $84K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,320 $82.6K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,303 $82.3K 0.02% new 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,201 $80.4K <0.01% +20 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,820 $73.1K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,796 $72.6K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,614 $69.1K <0.01% +2,159 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,527 $67.5K 0.05% +88 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,245 $62.1K <0.01% +319 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,100 $59.3K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,802 $53.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,634 $50.4K <0.01% +1,902 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,606 $49.9K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,475 $47.3K <0.01% +23 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,338 $44.7K <0.01% +30 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,172 $41.5K <0.01% +1,307 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 2,153 $41.2K <0.01% -700 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,146 $41.1K 0.01% +2,146 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,143 $41K <0.01% +557 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,000 $38.3K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,700 $32.5K <0.01% -800 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,621 $31K <0.01% +203 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,536 $29.4K <0.01% -30,750 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,213 $23K <0.01% +414 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,080 $20.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,068 $20.4K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,000 $19.7K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 962 $18.7K <0.01% -362 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 950 $18.2K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 900 $17.2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 828 $16K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 850 $15.6K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 656 $12.5K <0.01% +8 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 610 $11.7K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 605 $11.6K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 604 $11.6K 0.01% +15 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 593 $11.3K <0.01% +10 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 540 $10.3K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 515 $9.85K <0.01% +13 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 508 $9.72K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 500 $9.56K <0.01% -500 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 500 $9.56K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 472 $9.03K <0.01% -2,628 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 450 $8.61K <0.01% -702 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 434 $8.31K <0.01% +10 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 400 $7.65K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 366 $7.13K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 369 $7K <0.01% -6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 345 $7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 362 $6.93K <0.01% +128 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 361 $6.91K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 336 $6.43K <0.01% new 13F-HR/A Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 306 $5.85K <0.01% +45 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 300 $5.74K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 298 $5.7K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 250 $4.78K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 229 $4.38K <0.01% -471 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 224 $4.29K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 222 $4.25K <0.01% 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 188 $4K <0.01% 0 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 185 $3.54K <0.01% -118 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 181 $3.46K <0.01% +106 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 160 $3.06K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 154 $2.95K <0.01% +90 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 146 $2.79K <0.01% -99 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 138 $2.64K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 136 $2.6K <0.01% +10 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 125 $2.39K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $2.01K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 115 $2K <0.01% -20 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 71 $1.36K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $1.24K <0.01% +37 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 58 $1.11K <0.01% 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 58 $1.1K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 54 $1.03K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 46 $880 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 43 $823 <0.01% -17 13F-HR Timeline Quarry LP More: the full row for Quarry LP 40 $765 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 40 $765 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 39 $750 <0.01% +1 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 28 $549 <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24 $460 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $460 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $451 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10 $196 <0.01% +4 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 9 $173 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $134 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $115 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $77 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $60 <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3 $60 <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $20 <0.01% -196 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $19 <0.01% -13 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 10,000 $1 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.