Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,260 $208K <0.01% -936 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,234 $207K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,227 $207K 0.01% -1,510 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 6,185 $205K 0.02% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,169 $205K 0.04% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,157 $204K 0.09% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,157 $204K 0.01% -1,374 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,135 $204K 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,098 $202K 0.02% -1,123 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,060 $201K 0.03% -884 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6,053 $201K 0.05% -1,676 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,029 $200K 0.06% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5,659 $188K 0.01% -365 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,519 $183K 0.02% -1,313 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,019 $167K <0.01% +1,681 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,880 $162K <0.01% +3,015 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,616 $153K 0.01% -1,149 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,577 $152K 0.02% -1,468 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 4,513 $150K 0.11% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,464 $148K <0.01% -159,242 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 4,439 $147K 0.06% +1,481 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,137 $137K 0.01% -226 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,000 $133K 0.02% -19,118 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,963 $132K <0.01% -44,005 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,820 $127K <0.01% -17 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,521 $117K 0.05% +1,534 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,498 $116K <0.01% -87,993 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,284 $109K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,075 $102K <0.01% +76 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,018 $100K <0.01% +2,381 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,952 $98K 0.01% +2,587 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 2,928 $97.2K 0.03% -1,285 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,814 $93.4K 0.02% +2,322 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,800 $93K 0.09% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,724 $90.4K 0.02% +1,121 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,646 $87.8K 0.09% +320 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,629 $87.3K <0.01% +34 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,614 $86.8K 0.01% -3,938 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,608 $86.6K +683 Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,577 $85.6K 0.06% -35 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,449 $80.9K 0.05% -39 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,362 $78.4K 0.01% -431 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,266 $75.2K 0.01% -84 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,196 $72.9K <0.01% +1,497 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,149 $71.3K <0.01% -583 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,108 $70K 0.02% +1,301 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,059 $68.4K <0.01% -233 13F-HR Timeline Trust Co More: the full row for Trust Co 1,995 $66.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,999 $66K 0.05% -904 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,957 $65K 0.04% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,941 $64.1K 0.01% +1,681 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,928 $64K <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,916 $63.6K 0.04% -96 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,899 $63K <0.01% +225 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,786 $59.3K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,774 $58.9K 0.01% -81 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,670 $55.4K <0.01% -719 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,665 $55.3K 0.02% +1,074 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,619 $53.8K 0.04% +127 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,591 $52.8K <0.01% -825,284 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,501 $49.8K 0.04% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,430 $47.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,418 $47.4K <0.01% +749 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,410 $46.8K 0.02% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,350 $44.8K 0.01% +761 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,324 $44K <0.01% +855 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,315 $43.7K 0.02% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,276 $42.4K <0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,250 $41.5K 0.01% -15,000 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,182 $39.2K <0.01% -79 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,120 $37.2K <0.01% -858 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,120 $37.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,110 $36.9K <0.01% +160 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,072 $35.6K <0.01% -48 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,052 $34.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,004 $33.3K <0.01% +191 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,000 $33.2K <0.01% -1,088 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 983 $32.6K <0.01% -200 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 929 $30.8K <0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 911 $30.2K +285 Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 910 $30K 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 876 $29.1K 0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 872 $28.9K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 870 $28.9K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 846 $28.1K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 843 $28K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 804 $26.7K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 800 $26.6K 0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 792 $26.3K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 786 $26.1K <0.01% -9 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for TFC Financial Management, Inc. 636 $21.1K <0.01% -16 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 632 $21K 0.01% -16 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 627 $20.8K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 612 $20.4K 0.03% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 602 $20K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 600 $19.9K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 594 $19.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 554 $18.4K <0.01% -38 13F-HR Timeline First Command Advisory Services, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 174 $5.79K <0.01% +167 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 168 $5.58K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 161 $5.34K <0.01% +98 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 160 $5.31K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 160 $5.31K 0.01% -6,125 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 159 $5.28K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 154 $5.11K <0.01% +79 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 175 $5K <0.01% -24 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 150 $4.98K <0.01% -2,485 13F-HR Timeline MOTCO More: the full row for MOTCO 148 $4.91K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $4.65K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 136 $4.52K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 136 $4.51K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 132 $4.38K <0.01% -2,310 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 126 $4.18K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 126 $4.18K <0.01% -13 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 126 $4.18K <0.01% +81 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 124 $4.12K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 124 $4.12K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 118 $3.9K <0.01% -85 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 115 $3.83K <0.01% -4 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 80 $2.66K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 80 $2.66K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 80 $2.66K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 76 $2.52K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 74 $2.46K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 72 $2.39K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 69 $2.29K <0.01% -6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 67 $2.22K <0.01% +32 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 66 $2.19K <0.01% +24 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 64 $2.12K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64 $2.12K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 64 $2.12K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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