Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,731 $2.15M 0.04% +4,128 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 15,671 $2.14M 0.55% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,630 $2.14M 0.07% +11,990 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,351 $2.1M <0.01% +12,663 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15,151 $2.07M 0.14% 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/ 15,134 $2.07M <0.01% +12,679 13F-HR Timeline Group Castle Hook Partners LP More: the full row for Castle Hook Partners LP 15,111 $2.07M 0.03% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 14,950 $2.05M 0.33% -169 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,883 $2.04M 0.09% +3,591 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 14,754 $2.02M 0.46% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,670 $2.01M 0.01% +10,954 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 14,744 $1.97M 0.06% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,030 $1.92M 0.05% +11,772 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 14,000 $1.92M 0.07% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,973 $1.91M 0.01% +8,465 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 13,861 $1.9M 0.49% +4,971 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 13,617 $1.86M 0.47% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 13,612 $1.86M 0.08% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,282 $1.82M 0.09% +10,415 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,237 $1.81M 0.02% +10,186 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,850 $1.76M 0.09% +180 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,563 $1.72M <0.01% +10,687 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,334 $1.69M 0.06% -12,668 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 12,237 $1.67M <0.01% -3,348 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 12,216 $1.67M 0.53% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 12,182 $1.67M 0.12% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 12,010 $1.64M 0.22% +1,635 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 12,002 $1.64M 0.6% new 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 12,000 $1.64M 0.49% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,883 $1.63M 0.03% +10,699 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,693 $1.6M 0.18% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,475 $1.57M 0.03% +10,086 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,752 $1.47M 0.16% +652 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,630 $1.45M 0.01% +3,050 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,446 $1.43M 0.01% -1,329 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,321 $1.41M 0.02% new 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,251 $1.4M 0.09% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 10,219 $1.4M <0.01% new 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 9,999 $1.37M 0.27% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,816 $1.34M 0.01% +6,732 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 9,739 $1.33M 0.46% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,589 $1.31M 0.26% +9,489 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 9,529 $1.3M 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,491 $1.3M 0.05% -10,527 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 9,437 $1.29M new Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,433 $1.29M 0.07% +7,719 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,292 $1.27M 0.05% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,210 $1.26M 0.88% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,188 $1.26M 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,135 $1.25M 0.02% +8,585 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,085 $1.24M 0.02% +6,006 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,007 $1.23M 0.33% new 13F-HR/A Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 8,978 $1.23M 0.17% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,024 $1.21M <0.01% +5,870 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 8,636 $1.18M 0.52% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,634 $1.18M <0.01% -3,964 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,624 $1.18M 0.05% +6,484 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,624 $1.18M 0.19% +6,484 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 8,603 $1.18M <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,598 $1.18M 0.07% +5,438 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 8,558 $1.17M 0.77% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,529 $1.17M 1.03% +643 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,465 $1.16M 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,223 $1.13M 0.03% +7,482 13F-HR/A Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 7,939 $1.12M 0.83% -8,490 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,171 $1.12M <0.01% +5,863 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,139 $1.11M 0.32% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,095 $1.11M 0.36% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 8,000 $1.09M 0.08% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,595 $1.04M 0.02% -4,707 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,520 $1.03M <0.01% 0 13F-HR Timeline Group MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,500 $1.03M 0.72% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 7,496 $1.03M 0.21% +1,663 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,483 $1.02M 0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,472 $1.02M 0.03% +6,232 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,425 $1.02M 0.04% +50 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,425 $1.02M 0.14% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,382 $1.01M 0.11% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,330 $1M 0.2% +5,364 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 7,313 $1M 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,300 $999K 0.43% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,255 $993K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,619 $986K 0.01% +5,523 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 7,145 $978K <0.01% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,112 $973K 0.08% +2,850 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,052 $965K 0.13% new 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 7,000 $958K 1.07% new 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 7,000 $958K 0.08% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,979 $955K 0.04% +4,354 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,919 $947K 0.01% +3,950 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,854 $938K 0.04% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,750 $924K 0.3% 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. 6,673 $913K 0.02% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,548 $896K 0.02% +3,858 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,457 $892K <0.01% new 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,495 $889K 0.26% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,488 $888K 0.04% +88 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6,447 $883K 0.01% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,392 $875K 0.38% +496 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,380 $873K 0.06% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 6,252 $856K 0.04% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,202 $849K 0.06% new 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 6,190 $847K 0.03% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,186 $847K 0.05% +674 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,000 $821K 0.03% new 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 6,000 $821K <0.01% +2,500 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,730 $784K 0.01% +2,298 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,712 $782K 0.03% +2,021 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,700 $780K 0.24% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,108 $765K 0.2% -2,694 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,586 $764K <0.01% +3,876 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,582 $764K 0.06% +45 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,466 $748K 0.09% +1,300 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 5,450 $746K 0.6% +3,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,400 $739K 0.25% +1,875 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 5,195 $711K 0.1% +354 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,186 $710K 0.03% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,184 $709K 0.04% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 5,179 $709K 0.02% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,152 $705K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,073 $694K new Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,022 $687K +23 Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,018 $687K <0.01% -78,482 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,015 $686K 0.01% +1,997 13F-HR Timeline Group Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 5,000 $684K 0.08% new 13F-HR Timeline Group Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 5,000 $684K 0.06% new 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,950 $677K 0.03% new 13F-HR Timeline Group Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,934 $675K 0.52% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,920 $673K 0.05% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,919 $673K 0.02% +4,069 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,900 $671K 0.1% +1,300 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,747 $650K 0.21% +1,648 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,745 $649K 0.05% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,737 $648K 0.11% +3,265 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,683 $641K 0.03% +790 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,651 $637K 0.04% -1,226 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,650 $636K 0.42% +2,250 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,400 $602K 0.27% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 4,366 $597K 1.31% +863 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,362 $597K 0.09% -1,888 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,358 $596K <0.01% +2,859 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,350 $595K 0.07% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,318 $591K 0.03% -6,160 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,300 $588K 0.02% +3,000 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,285 $586K 0.15% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,242 $581K <0.01% +3,919 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,187 $573K 0.03% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,138 $566K <0.01% +2,882 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,138 $566K 0.02% +2,270 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,111 $563K <0.01% +1,287 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,070 $557K 0.07% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,035 $552K 0.2% +1,985 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,029 $551K 0.02% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,000 $547K 0.05% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,957 $542K <0.01% +1,168 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,946 $540K 0.08% -454 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,900 $534K 0.03% +3,400 13F-HR Timeline Group PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 3,879 $531K 0.29% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,855 $528K 0.12% +844 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 3,821 $523K 0.28% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,820 $523K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,810 $521K 0.28% 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,810 $521K 0.15% 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,802 $520K <0.01% -105,623 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,784 $518K 0.02% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,735 $511K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,730 $510K 0.03% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,708 $507K 0.02% +2,864 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,695 $506K 0.11% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,656 $500K <0.01% +2,086 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,638 $498K 0.03% +3,588 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,600 $493K <0.01% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,600 $493K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,576 $489K 0.01% +2,104 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,543 $485K 0.02% +426 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,530 $483K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFG Advisors More: the full row for PFG Advisors 3,517 $481K 0.02% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,498 $479K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,495 $478K 0.01% +3,451 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,490 $477K <0.01% new 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,450 $472K 0.19% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 3,450 $472K 0.12% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,447 $472K 0.12% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,446 $472K 0.02% +1,743 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,361 $460K 0.08% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,357 $459K 0.2% new 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,352 $459K 0.15% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,320 $457K 0.1% +250 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,294 $451K 0.02% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,259 $446K 0.02% +657 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,200 $438K <0.01% +300 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,138 $429K 0.08% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,102 $425K <0.01% +1,195 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,090 $423K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,084 $422K 0.03% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,076 $421K 0.11% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,073 $421K 0.02% +2,538 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,071 $420K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,071 $420K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,065 $419K 0.02% -68,953 13F-HR Timeline