Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 25,380 $601K 0.02% -620 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 25,348 $600K 0.01% -90,856 13F-HR Timeline Group Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 25,000 $592K 0.25% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 24,650 $584K 0.01% +2,500 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 24,163 $572K 0.35% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,031 $569K <0.01% +3,593 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 23,884 $566K 0.25% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 23,703 $562K 0.15% +964 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 23,381 $554K <0.01% +2,299 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23,330 $553K <0.01% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 23,175 $549K 0.19% -221 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 22,930 $543K 0.35% -6,566 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 22,441 $532K 0.15% -3,191 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 22,410 $531K <0.01% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 22,000 $521K 0.02% +7,000 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 21,000 $514K 0.12% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,501 $509K 0.01% +9,321 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,487 $509K 0.02% +1,916 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 21,007 $498K 0.06% +7,200 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 20,936 $496K <0.01% 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,677 $490K 0.01% +1,271 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,551 $487K 0.01% -12,670 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 20,542 $487K <0.01% +1,199 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 20,490 $485K 0.02% +8,985 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 20,303 $481K 0.04% +1,151 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 20,200 $479K 0.29% +12,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,843 $470K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,641 $465K <0.01% -13,975 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 19,500 $462K 0.13% +1,600 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,699 $453K <0.01% +5,294 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 18,801 $445K 0.49% +2,002 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 18,500 $438K 0.33% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,274 $433K 0.01% -27 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 18,049 $428K 0.19% 0 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 17,885 $424K <0.01% +3,304 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,881 $424K 0.28% +325 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 17,604 $417K <0.01% -10,447 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 16,880 $400K 0.34% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 16,798 $398K 0.23% -3,447 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 16,767 $397K <0.01% +2,656 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,604 $393K <0.01% -1,006 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 16,210 $384K 0.02% -90,352 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,165 $383K 0.02% -1,366 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 16,024 $380K 0.36% +1,417 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 15,959 $378K 0.02% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 15,894 $377K 0.29% +6,620 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 15,375 $376K 0.05% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,735 $373K 0.01% 0 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,578 $369K 0.14% +3,159 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,441 $366K 0.01% 0 13F-HR/A Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,000 $355K 0.02% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 14,852 $352K <0.01% -12,808 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,724 $349K <0.01% +183 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,697 $348K <0.01% -10,197 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 14,633 $347K <0.01% +6,151 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,613 $346K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,606 $346K <0.01% +4,048 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,600 $346K <0.01% -320 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 14,520 $344K 1.87% -95,670 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 14,421 $342K 0.09% -6,766 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,353 $340K <0.01% -1,064 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 13,838 $328K <0.01% -2,848 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,752 $326K <0.01% -21,915 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 13,582 $322K 0.14% +350 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,263 $312K 0.02% -9,586 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 13,096 $311K 0.18% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,093 $310K <0.01% +821 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 13,050 $309K 0.22% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,814 $304K 0.01% +2,814 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,713 $301K 0.03% +2,354 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,658 $300K <0.01% +2,823 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,510 $296K <0.01% +4,880 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,100 $296K 0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 12,427 $294K 0.04% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,700 $286K 0.05% -500 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,030 $285K 0.08% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,000 $284K 0.05% -12,000 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 12,000 $284K 0.08% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,990 $284K 0.02% -130,283 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,910 $282K <0.01% +319 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,784 $279K 0.01% -11,737 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 11,728 $278K 0.02% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,724 $278K 0.02% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,891 $275K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,260 $267K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,153 $264K 0.01% -10,945 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 11,152 $264K <0.01% -125 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 11,074 $262K 0.17% +10 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,070 $262K <0.01% -292 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,710 $254K 0.01% +10 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,550 $250K 0.03% -600 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,055 $249K 0.02% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 10,510 $249K 0.02% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,297 $244K 0.02% +183 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,409 $243K <0.01% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,184 $241K 0.04% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,883 $239K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,900 $235K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,857 $234K 0.01% +609 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,711 $230K 0.01% +298 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,620 $228K <0.01% -566,264 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 9,590 $227K 0.03% -81 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 9,450 $224K 0.05% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,391 $222K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,298 $220K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,967 $219K 0.01% -3,207 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,987 $213K 0.02% -1,850 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,972 $213K 0.02% +284 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,892 $211K 0.1% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 8,752 $207K 0.11% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,650 $205K <0.01% +3,000 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,534 $202K 0.2% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,506 $202K <0.01% new 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 8,485 $201K 0.17% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 7,907 $187K 0.05% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,870 $186K 0.05% +2,000 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,761 $184K 0.01% +135 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,619 $180K 0.04% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,421 $177K <0.01% -24,575 13F-HR Timeline AREX Capital Management, LP More: the full row for AREX Capital Management, LP 7,000 $166K 0.27% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6,423 $152K 0.06% +182 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,231 $148K 0.07% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,934 $141K <0.01% -1,802 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,513 $131K <0.01% -5,179 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,503 $130K 0.07% -8,850 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,237 $124K <0.01% -7,135 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,204 $123K 0.02% +2,470 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,146 $122K <0.01% +2,706 13F-HR/A Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,944 $117K 0.03% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,000 $94.8K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,676 $87.1K 0.01% +16 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,569 $84.5K 0.02% -74 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,401 $80.6K 0.01% +800 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,300 $78.2K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,292 $78K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 3,015 $72K 0.06% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,875 $68.1K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,862 $67.8K 0.01% +1,021 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,555 $60.5K <0.01% -3,708 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,462 $60.2K 0.06% -474 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,350 $55.7K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,168 $51.4K <0.01% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,984 $48.5K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,000 $47.4K 0.01% 0 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 2,000 $47.4K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,984 $47K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,944 $46.1K 0.03% -2,025 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,928 $45.7K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,812 $42.9K <0.01% +813 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,451 $35.5K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,480 $35.1K <0.01% +500 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,380 $32.7K 0.02% +80 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,272 $30.1K <0.01% 0 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,276 $30K <0.01% +36 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,200 $28.4K 0.02% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,000 $24.5K 0.01% 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 587 $24K 0.4% -36 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,000 $23.7K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 889 $21.1K <0.01% +25 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 800 $19K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 655 $15K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 602 $14.3K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 566 $13.4K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 511 $12.1K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 444 $10.5K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 395 $9.29K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 385 $9.12K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 387 $9K <0.01% +11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 311 $7.37K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 238 $5.64K <0.01% +7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 188 $4.45K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 125 $3.06K <0.01% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 120 $2.84K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 76 $1.8K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 71 $1.68K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 56 $1.46K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 35 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.