Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,440 $256K <0.01% +184 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,374 $251K 0.01% new 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,363 $250K <0.01% -439 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,317 $247K 0.27% 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,300 $245K 0.1% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,296 $245K 0.01% 0 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,291 $245K 0.01% -103 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,287 $244K <0.01% -228 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,279 $244K 0.01% new 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 3,277 $244K 0.01% +44 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,274 $243K 0.02% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,213 $239K 0.12% -365 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,202 $238K +126 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,185 $237K 0.02% +122 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,141 $234K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,087 $230K <0.01% +1,840 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,082 $229K <0.01% -195 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,082 $229K <0.01% -195 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,032 $228K 0.01% +87 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,005 $226K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,034 $226K 0.01% +417 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,009 $224K <0.01% +2,756 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,000 $223K 0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,981 $222K <0.01% +58 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,942 $219K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,897 $215K 0.01% -2,279 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,877 $213K <0.01% -30,230 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,844 $211K 0.01% +2,758 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,838 $211K 0.01% -3,145 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 2,827 $210K 0.02% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,806 $209K 0.12% +99 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,726 $203K <0.01% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,689 $203K <0.01% -126 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,704 $201K 0.01% +216 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,640 $196K 0.01% +38 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,604 $194K 0.01% -194 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,500 $186K 0.04% +1,075 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,472 $184K <0.01% +343 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,379 $177K <0.01% +3 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,311 $170K 0.01% -102 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,176 $164K 0.01% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,148 $160K 0.02% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,113 $157K 0.02% +472 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,013 $152K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,003 $149K <0.01% +29 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,953 $145K <0.01% +1,393 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,910 $142K 0.01% +398 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,885 $140K 0.01% +7 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,836 $137K <0.01% -10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,751 $130K <0.01% +1,171 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,724 $128K 0.16% 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,711 $127K <0.01% -68 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,683 $125K 0.09% -30,649 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,678 $125K 0.02% +33 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,640 $122K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,525 $113K 0.05% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,444 $107K 0.08% -35 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,250 $93.6K 0.08% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,145 $85.1K <0.01% +263 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,000 $74.4K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 956 $71.1K 0.06% +17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 943 $68.6K <0.01% +94 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 900 $66.9K 0.03% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 858 $63.8K 0.02% +142 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 851 $63.3K 0.01% -2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 845 $62.8K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 820 $61K <0.01% +111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 795 $59.1K <0.01% +614 13F-HR Timeline Quarry LP More: the full row for Quarry LP 761 $56.6K 0.01% +606 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 733 $54.5K <0.01% +40 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 700 $51.9K <0.01% 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 692 $51.5K <0.01% +667 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 683 $50.8K <0.01% -84 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 677 $50.3K <0.01% -28 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 647 $48.1K <0.01% -3,188 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 618 $46K <0.01% +46 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 614 $45.7K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 600 $44.6K 0.01% -964 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 585 $43.5K <0.01% +10 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 570 $42.4K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 569 $42.3K 0.03% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 552 $41K 0.02% -33 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 538 $40K <0.01% +6 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 509 $37.9K <0.01% +508 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 496 $36.9K <0.01% +3 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 486 $36K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 473 $35.6K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 471 $35K <0.01% +458 13F-HR Timeline Group WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 470 $34K 0.03% +100 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 451 $33.5K <0.01% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 432 $32.1K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 405 $30.1K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 429 $30K <0.01% -25 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 382 $28.4K <0.01% +120 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 377 $28K <0.01% -150 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 351 $26.1K <0.01% -18 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 355 $26K <0.01% +3 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 349 $26K <0.01% -3 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 318 $24K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 312 $23.2K <0.01% 0 13F-HR Timeline National Pension Service More: the full row for National Pension Service 308 $22.9K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 301 $22.4K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 300 $22.3K <0.01% +37 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 300 $22K 0.01% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 290 $21.6K 0.01% 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 280 $20.8K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 273 $20.3K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 271 $20.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 266 $19.8K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 265 $19.7K <0.01% -1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 257 $19.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 260 $19K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $18.6K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 250 $18.6K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 246 $18.3K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 225 $17K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $14.9K <0.01% +192 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. 181 $13.5K <0.01% +18 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 178 $13.2K 0.01% +2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 177 $13.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 179 $13K 0.01% -4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 166 $12.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 160 $11.9K <0.01% -45 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 156 $11.6K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 152 $11.3K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 150 $11.2K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 150 $11.2K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 139 $10.3K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 131 $9.74K <0.01% -374 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 116 $8.63K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 104 $7.73K <0.01% +32 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 100 $7.44K <0.01% -2,900 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $7.44K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $7.44K <0.01% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 100 $7.44K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 99 $7.38K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 97 $7.21K <0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 93 $6.95K <0.01% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 93 $6.92K <0.01% +76 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $6.69K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 78 $5.8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 77 $5.73K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 74 $5.5K <0.01% +15 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 69 $5.13K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 66 $4.91K <0.01% -4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65 $4.83K <0.01% +39 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 63 $4.68K <0.01% +11 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 60 $4.47K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 57 $4.24K <0.01% +9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 55 $4.09K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $3.94K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 52 $3.87K <0.01% 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 50 $3.72K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 50 $3.72K <0.01% 0 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $3.72K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 49 $3.64K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 49 $3.64K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 49 $3.64K <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 53 $3.61K <0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 41 $3.05K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 41 $3.05K <0.01% +25 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $3.05K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 40 $3.01K <0.01% -40 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 48 $3K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 47 $3K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 35 $3K <0.01% -580 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 40 $2.97K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 38 $2.83K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $2.79K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34 $2.56K <0.01% 0 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 33 $2.45K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 31 $2.31K <0.01% +20 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $2.26K <0.01% +7 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 29 $2.16K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 22 $2K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 28 $1.91K <0.01% +24 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 25 $1.86K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 23 $1.71K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 23 $1.71K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $1.71K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 18 $1.34K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 18 $1.34K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 16 $1.19K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.12K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $1K <0.01% +7 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 13 $980 <0.01% -139 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 13 $967 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $967 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $744 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9 $702 <0.01% 0 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $677 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 9 $669 <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $595 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $521 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $453 <0.01% -144 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5 $372 <0.01% -29 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5 $372 <0.01% -3 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5 $372 <0.01% 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $371 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4 $269 <0.01% 13F-HR Timeline