JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,618,057 $276M 0.02% +3,858,174 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 4,019,447 $238M -205,591 Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,628,983 $217M 0.02% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,554,039 $92.9M 0.16% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,312,149 $78.5M 0.01% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,088,621 $65.1M <0.01% +594,279 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,045,211 $62.5M <0.01% +286,597 13F-HR/A Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 923,673 $55.2M 0.04% +813,613 13F-HR Timeline Group Wealth High Governance Capital Ltda More: the full row for Wealth High Governance Capital Ltda 540,001 $32.3M 9.28% new 13F-HR Timeline Merewether Investment Management, LP More: the full row for Merewether Investment Management, LP 379,500 $22.7M 0.54% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 371,869 $22.2M <0.01% +64,958 13F-HR Timeline Group BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 359,999 $21.5M 1.63% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 348,327 $20.8M 4.74% -19,184 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 339,265 $20.3M <0.01% +33,820 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 306,449 $18.3M <0.01% +78,713 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 266,730 $16M <0.01% +250,038 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 244,189 $14.6M <0.01% -11,771 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 228,848 $13.7M <0.01% -98,898 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 198,215 $11.9M 7.27% -8,768 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,105 $11.3M 0.02% +4,979 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 162,494 $9.72M 0.01% -8,594 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 157,302 $9.41M 0.04% +156,647 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 145,404 $8.8M 0.74% -8,600 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 130,800 $7.82M 0.01% new 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 117,720 $7.04M 1.24% +65,245 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 116,442 $6.96M 0.11% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 116,333 $6.01M 0.01% +70,244 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 100,000 $5.98M <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,940 $5.86M 0.01% -2,622 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 90,885 $5.44M 0.02% +76,323 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 90,411 $5.41M 0.32% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 82,984 $4.96M 0.03% -6,832 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 74,785 $4.47M 1.17% +71,689 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 72,494 $4.34M 0.44% +47,804 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 66,331 $3.97M 1.16% -2,734 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 60,306 $3.61M <0.01% +2,899 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 59,711 $3.57M 0.46% +34,580 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 59,100 $3.53M 2.01% -20,200 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,651 $3.51M <0.01% -13,005 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 57,079 $3.41M 1.25% -327 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 55,231 $3.3M 0.03% -18,993 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 55,103 $3.3M <0.01% +37,361 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 52,562 $3.14M 0.06% +43,247 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 52,401 $3.13M 0.11% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 51,027 $3.1M 0.02% +50,826 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 50,706 $3.03M 0.01% new 13F-HR Timeline Group Valence8 US LP More: the full row for Valence8 US LP 50,266 $3.01M 1.03% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 47,456 $2.84M <0.01% -4,450 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,273 $2.67M <0.01% -3,344 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 42,060 $2.52M 1.81% +444 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,760 $2.38M 0.01% -976 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 38,181 $2.28M <0.01% -85 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 37,622 $2.25M 0.03% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 37,936 $2.24M 0.27% -1,242 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 36,434 $2.18M <0.01% -37,387 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36,084 $2.16M 0.7% -5,580 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 34,016 $2.03M 0.47% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,312 $1.99M <0.01% +9,171 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 33,140 $1.98M 0.01% +21,874 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 33,019 $1.97M <0.01% +4 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 32,467 $1.94M 0.03% +25,635 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 32,100 $1.92M <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 32,055 $1.92M 1.28% -6,886 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 30,100 $1.8M 0.25% -32,200 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,716 $1.72M <0.01% +12,473 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,083 $1.62M <0.01% +2,688 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 25,568 $1.53M 1.19% 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 24,520 $1.47M 0.06% -4,500 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,473 $1.46M <0.01% -47,415 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,367 $1.46M <0.01% +2,026 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 23,672 $1.42M 0.4% -1,195 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 23,435 $1.4M 0.05% +11,000 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 22,669 $1.36M +3,504 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,595 $1.29M 0.16% +1,806 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 20,531 $1.23M 0.24% -5,819 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,283 $1.21M <0.01% -3,879 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,717 $1.18M <0.01% +5,123 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 19,492 $1.17M 0.85% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18,072 $1.08M 0.11% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,012 $1.08M 0.04% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 17,550 $1.05M 0.06% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,195 $1.03M <0.01% +2,236 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 17,116 $1.02M 0.29% +74 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 16,373 $979K 0.94% -204 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,865 $949K 0.03% -125 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,814 $946K <0.01% 0 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 14,782 $884K <0.01% -7,489 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 13,000 $778K 0.09% -3,031 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 12,708 $760K <0.01% -5,786 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,341 $738K 0.28% -293 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,436 $684K 0.14% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,084 $663K <0.01% -90 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 10,902 $652K <0.01% -35,072 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,551 $631K <0.01% -4,027 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,865 $590K 0.06% +20 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,715 $581K <0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,475 $576K 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,489 $568K 0.03% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,916 $533K 0.14% +439 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,563 $512K 0.01% +557 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,315 $497K <0.01% +8,215 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,269 $495K 0.02% +163 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,100 $484K 0.36% +3,083 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 8,100 $484K 0.07% -8,685 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,093 $484K 0.01% +16 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,082 $483K <0.01% new 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,984 $478K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,924 $474K 0.01% +1,746 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,850 $470K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,756 $464K 0.05% +15 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,685 $460K <0.01% +939 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 7,500 $449K 0.03% 0 13F-HR/A Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,423 $444K 0.3% +1,818 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,343 $439K 0.01% +492 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,144 $427K 0.01% -13,277 13F-HR Timeline Group MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 6,800 $407K -23,052 Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 6,607 $395K 0.11% 0 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 6,562 $392K 0.07% +16 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,450 $386K 0.01% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,429 $385K 0.06% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,359 $380K 0.02% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,326 $378K 0.01% -14,494 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,320 $378K 0.09% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,309 $377K 0.01% +1,831 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,247 $374K 0.31% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,977 $357K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,973 $357K <0.01% -2,603 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,860 $350K 0.08% -6,640 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,879 $349K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,797 $347K <0.01% +95 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,785 $346K <0.01% -18,490 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 5,746 $344K 0.16% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,696 $341K 0.13% +2,650 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,668 $339K <0.01% +2,196 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,300 $317K 0.02% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,130 $307K 0.14% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,090 $304K 0.01% -275 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,045 $302K 0.01% +347 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,017 $300K <0.01% -573 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,917 $294K 0.07% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,900 $293K <0.01% 0 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,836 $289K 0.22% +26 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,660 $279K <0.01% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,634 $277K <0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,502 $269K 0.02% -16,200 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,370 $261K 0.04% +1,706 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,345 $260K <0.01% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,275 $256K 0.02% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,000 $239K 0.04% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,875 $232K 0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,858 $231K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,841 $230K <0.01% -1,325 13F-HR/A Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 3,800 $227K 0.02% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,750 $224K <0.01% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,740 $224K 0.01% new 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,540 $212K 0.2% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,537 $212K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,526 $211K 0.01% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,500 $209K 0.04% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,500 $209K <0.01% -100 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,500 $209K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,439 $206K <0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,432 $205K 0.02% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,412 $204K 0.06% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,393 $203K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,179 $190K 0.01% +1,588 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,042 $182K <0.01% -465 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,085 $125K <0.01% -592 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,575 $94.2K 0.02% +470 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,500 $89.7K 0.04% -600 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,450 $86.7K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,360 $81.3K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,147 $68.6K <0.01% +5 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,129 $67.5K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,088 $65.1K <0.01% +828 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,000 $59.8K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 881 $52.7K <0.01% -5,237 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 709 $42.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 663 $39.7K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 606 $36K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 599 $35.8K <0.01% -121 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 589 $35.2K <0.01% +116 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 566 $33.9K <0.01% +35 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 552 $33K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 507 $30.3K <0.01% -135 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 500 $29.9K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for HAZLETT, BURT & WATSON, INC. 440 $26K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 406 $24.3K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 373 $22K <0.01% -3,706 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 340 $20.4K <0.01% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 300 $18.6K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 310 $18.5K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 300 $17.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 263 $15.7K <0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 256 $15.3K <0.01% +235 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 250 $15K <0.01% -200 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 230 $14.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $12K <0.01% 0 13F-HR Timeline