Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,879 $372K 0.02% -85 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,871 $371K 0.15% -99 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,838 $368K 0.08% new 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,824 $367K 0.12% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,789 $364K <0.01% -3,606 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 3,788 $363K <0.01% -3,500 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 3,777 $362K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,767 $361K 0.01% +14 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,706 $356K 0.01% -472 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,634 $349K 0.01% +35 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 3,619 $347K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,566 $342K <0.01% +49 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,500 $336K 0.01% 0 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,358 $322K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,355 $322K <0.01% -343 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,328 $319K 0.03% +35 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,276 $314K 0.18% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,200 $309K 0.03% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,218 $309K 0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,216 $309K 0.01% new 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 3,100 $297K <0.01% new 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,100 $297K 0.04% +15 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,091 $297K 0.1% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,064 $294K 0.05% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,048 $292K 0.08% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,044 $292K 0.16% -28,617 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,035 $291K 0.05% new 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,030 $291K 0.23% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,007 $289K 0.08% +740 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,000 $288K 0.09% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,983 $286K 0.06% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,465 $284K <0.01% +118 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,962 $284K <0.01% -43 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,955 $284K <0.01% -32 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,900 $278K 0.05% new 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 2,891 $277K <0.01% -400 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,886 $277K 0.06% +1,788 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,875 $276K 0.01% +337 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,850 $273K 0.05% -150 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,829 $271K 0.01% -381 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,810 $270K <0.01% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,797 $268K 0.01% -170 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,780 $267K 0.02% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,770 $266K 0.03% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,767 $265K 0.02% -6 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,738 $263K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,669 $256K 0.13% -130 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,650 $254K 0.09% -35 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,650 $254K 0.05% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,631 $252K 0.02% +530 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,627 $252K 0.03% -604 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,609 $250K <0.01% -27 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,603 $250K 0.02% -66 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 2,600 $249K 0.35% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,600 $249K 0.11% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,562 $246K <0.01% +26 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,562 $246K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,542 $244K 0.03% -634 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,540 $244K 0.02% -32,685 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,525 $242K <0.01% +3 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,494 $241K <0.01% +197 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,501 $240K <0.01% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,488 $239K 0.26% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,453 $235K 0.05% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,432 $233K 0.1% +21 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,392 $230K 0.04% -3,845 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,326 $223K 0.04% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,274 $218K 0.02% new 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,260 $217K 0.05% +218 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,252 $216K <0.01% -13 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,233 $214K <0.01% +207 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 2,203 $211K 0.02% +150 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,186 $210K 0.06% -1,143 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,186 $210K <0.01% -24,937 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,184 $210K <0.01% +50 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,181 $209K 0.1% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,122 $206K <0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,134 $205K 0.01% -113 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,121 $203K <0.01% -572 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,972 $189K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,935 $186K <0.01% +237 13F-HR Timeline TOBAM More: the full row for TOBAM 1,676 $161K 0.06% -14,439 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,643 $158K <0.01% -725 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,525 $146K 0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,521 $146K 0.02% +128 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,498 $144K <0.01% new 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,490 $143K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,473 $141K <0.01% -7,115 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,438 $138K -243,637 Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,386 $133K <0.01% -55,710 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,309 $126K 0.09% -28 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,308 $126K <0.01% +753 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,227 $118K 0.07% +343 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,200 $115K <0.01% -102 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,174 $113K <0.01% 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) 1,162 $111K <0.01% -526 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,122 $108K <0.01% +51 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,103 $106K <0.01% -2,085 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,040 $99.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,029 $98.7K 0.01% -6 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,000 $96K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,788 $95.6K 0.02% +157 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 995 $95.5K <0.01% -160 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 891 $92.1K 0.01% +159 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 921 $88.4K 0.01% +301 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 861 $83K <0.01% -37 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 846 $81.2K 0.04% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 800 $76.8K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 773 $74.2K 0.09% -49 13F-HR Timeline National Pension Service More: the full row for National Pension Service 714 $68.5K <0.01% +285 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 709 $68K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 679 $65.1K <0.01% -2,368 13F-HR Timeline Quarry LP More: the full row for Quarry LP 677 $65K 0.02% -54 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 670 $64.3K <0.01% -10 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 622 $59.7K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 605 $58K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 575 $55.2K <0.01% +10 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 568 $54.5K <0.01% -135 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 559 $54K <0.01% -126 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 562 $53.9K <0.01% +64 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 530 $50.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 529 $50.7K <0.01% +110 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 523 $50.2K 0.01% +427 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 503 $48.3K <0.01% +21 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 500 $48K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 490 $47K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 450 $43.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 449 $43.1K <0.01% +364 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 446 $42.8K <0.01% +299 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 429 $41.2K <0.01% -475 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 418 $40.1K <0.01% -1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 400 $38.4K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $38K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 398 $38K <0.01% +132 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 390 $37.4K 0.02% +17 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 360 $34.5K <0.01% +3 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 351 $34K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 350 $33.6K <0.01% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 308 $30K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 307 $29.5K <0.01% -28 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 302 $29K <0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 301 $28.9K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 300 $28.9K <0.01% +70 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 300 $28.8K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 280 $26K <0.01% -189 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 252 $24.2K <0.01% +118 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 249 $23.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 249 $23.9K 0.02% -63 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 245 $23.5K <0.01% new 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 243 $23.3K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 232 $22.3K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 232 $22.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 218 $20.9K <0.01% +66 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 218 $20.9K 0.01% -57 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 210 $20.1K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 200 $19.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 201 $19.3K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 187 $17.9K <0.01% +15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 182 $17K <0.01% -8 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 148 $14.2K <0.01% +23 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 136 $13K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 127 $12.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 126 $12.1K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 126 $12.1K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 125 $12.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 124 $11.9K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 117 $11.2K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 116 $11.1K <0.01% +113 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 115 $11K <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 119 $11K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 112 $10.7K 0.01% -46 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 110 $10.6K <0.01% +44 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 109 $10.5K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 106 $10.2K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 100 $9.59K <0.01% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 93 $9.14K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 87 $8.35K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 81 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 79 $8K <0.01% +23 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 67 $7.96K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 80 $7.68K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 79 $7.58K <0.01% +21 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 75 $7.2K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 74 $7.1K <0.01% +73 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 67 $6.43K <0.01% +6 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 66 $6.33K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 65 $6.24K <0.01% -57 13F-HR/A Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 59 $5.66K <0.01% +31 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 57 $5.5K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $5.41K <0.01% 0 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 46 $5.37K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 53 $5.08K <0.01% -239 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 46 $4.41K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 45 $4.32K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 43 $4.13K <0.01% +10 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 43 $4.13K 0.08% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42 $4.03K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $3.36K <0.01% +14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $3.07K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 31 $2.97K <0.01% 0 13F-HR Timeline