MQS Management LLC More: the full row for MQS Management LLC 11,310 $123K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,133 $121K <0.01% +77 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 10,994 $119K <0.01% +274 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 10,864 $118K 0.02% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 10,750 $117K 0.05% 0 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 10,567 $115K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,346 $112K <0.01% -544 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,131 $111K 0.01% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,000 $108K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,381 $102K <0.01% +2,371 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9,205 $99.9K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,648 $93.8K <0.01% +442 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,633 $93.7K <0.01% -1,802 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,414 $80.4K <0.01% -2,734 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 80,000 $80K 0.06% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,658 $72.2K <0.01% -3,796 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,450 $70K <0.01% -1,346 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,361 $69K <0.01% -15,449 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,274 $68.1K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,564 $60.4K 0.01% -16,068 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,000 $54.2K 0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,872 $52.9K 0.04% +3,904 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,720 $51.2K <0.01% +1,067 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,609 $50K <0.01% +418 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 4,242 $46K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,171 $45.3K 0.01% +3,240 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4,160 $45.1K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,036 $44K <0.01% +1,763 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,523 $38.2K <0.01% -576 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,420 $37.1K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,374 $36.6K <0.01% +1,924 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,044 $33K <0.01% +1,189 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,800 $30.4K -611,295 Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,699 $29.3K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,519 $27.3K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,337 $25.4K <0.01% -358 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,300 $25K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,209 $24K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,193 $23.8K <0.01% -188 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,128 $23.1K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,851 $20.1K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,822 $19.8K <0.01% +880 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,760 $19.1K 0.01% +1,215 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,738 $18.9K 0.01% +118 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,734 $18.8K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,663 $18K <0.01% +244 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,623 $17.6K <0.01% -321 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,603 $17.4K <0.01% -123 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,467 $16K <0.01% -3 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,334 $14.5K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,279 $13.9K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,271 $13.8K <0.01% +1,127 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,216 $13.2K <0.01% -253 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,176 $12.8K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,151 $12.6K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 981 $10.7K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 947 $10.3K <0.01% -39 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 851 $9.23K 0.01% -61 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 765 $8.3K <0.01% -160 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 722 $7.83K <0.01% -235 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 704 $7.64K <0.01% +492 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 701 $7.61K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 680 $7.38K <0.01% +30 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 623 $6.76K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 588 $6.38K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 570 $6.18K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 510 $5.53K 0.01% -11 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 490 $5.32K <0.01% +50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 480 $5.21K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 546 $5K <0.01% -141 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 451 $4.89K <0.01% -6,033 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 427 $4.63K <0.01% +69 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 396 $4.3K <0.01% -83 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 388 $4.21K <0.01% -102 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 359 $3.9K <0.01% -17 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 319 $3.46K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $3.25K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 294 $3.19K <0.01% +75 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 328 $3K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 239 $2.59K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 237 $2.57K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 230 $2.5K <0.01% -106 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 228 $2.47K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $2.41K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 210 $2.28K <0.01% +185 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 206 $2.14K <0.01% -35 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 190 $2.06K <0.01% +86 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 185 $2.01K <0.01% +108 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 147 $2K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 167 $1.81K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 132 $1.43K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 121 $1.39K <0.01% +27 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 127 $1.38K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 124 $1.34K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 109 $1.18K <0.01% -90 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 109 $1.18K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 99 $1.07K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 96 $1.04K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 102 $1K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 90 $950 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 82 $890 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 80 $868 <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $868 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 76 $825 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 72 $781 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 69 $749 <0.01% -54 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 62 $673 <0.01% -36 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 58 $630 <0.01% -55 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 54 $586 <0.01% -10 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 46 $499 <0.01% -52 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $347 <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $325 <0.01% +5 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 26 $283 <0.01% -13 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 20 $217 <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 18 $196 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 18 $195 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $152 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $152 <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 13 $141 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 12 $130 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5 $55 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $33 <0.01% +2 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1 $11 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $3 <0.01% -29 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 27 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.