PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 6,290 $726K -677 Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,270 $723K <0.01% -1,858 13F-HR Timeline Group MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 6,227 $718K 0.08% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,227 $718K <0.01% -2,942 13F-HR Timeline Group Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 6,000 $692K 0.27% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,961 $688K 0.07% -1,813 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,894 $680K 0.02% +145 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 5,540 $639K 0.02% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,232 $604K 0.07% +1,294 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,231 $604K 0.03% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,067 $585K <0.01% -102 13F-HR/A Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,000 $577K 0.16% -11,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,927 $568K <0.01% -1,289 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,888 $564K <0.01% +164 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,871 $562K <0.01% +416 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,814 $555K <0.01% -4,086 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,594 $530K <0.01% +566 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,557 $526K 0.01% -3,423 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,500 $519K 0.15% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,439 $512K 0.03% +250 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,390 $507K 0.05% -1,095 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4,349 $502K 0.14% new 13F-HR/A Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 4,214 $486K <0.01% -15,767 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 4,200 $485K 1.32% +1,700 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,100 $473K 0.19% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,996 $461K 0.01% -104 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,988 $460K 0.01% -124 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,884 $448K <0.01% +1,312 13F-HR/A Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,826 $441K <0.01% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,787 $437K 0.09% -3,835 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,751 $433K <0.01% +405 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,727 $430K 0.01% +14 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,673 $424K <0.01% +819 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,631 $419K <0.01% -1,169 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,440 $397K 0.09% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,350 $387K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,340 $385K 0.01% 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,321 $383K 0.02% new 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,315 $382K 0.23% +155 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,300 $381K 0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,290 $380K 0.07% -87 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,254 $375K 0.03% new 13F-HR/A Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,189 $368K 0.02% +693 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,115 $359K <0.01% +158 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,054 $352K <0.01% +1,019 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,000 $346K 0.04% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,992 $345K 0.09% 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,948 $340K 0.18% -210 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,000 $335K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,876 $332K 0.04% -81 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,843 $328K 0.01% +361 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,817 $325K 0.04% +50 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,781 $321K <0.01% -426 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,740 $316K 0.09% +875 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,729 $315K <0.01% 0 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,700 $312K 0.17% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,693 $310K <0.01% -951 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,640 $305K +2,621 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,614 $302K <0.01% -16,363 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,492 $288K <0.01% -3,230 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,473 $285K 0.02% -6 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,473 $285K 0.01% +4 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,447 $282K 0.03% +387 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,395 $276K 0.06% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,373 $274K 0.01% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,360 $272K 0.02% -120 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,324 $268K 0.03% -171 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,272 $261K 0.02% -367 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,250 $260K 0.03% 0 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,230 $257K <0.01% -24,848 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,193 $253K <0.01% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,162 $249K <0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,144 $247K 0.03% 0 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 2,129 $246K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,086 $241K 0.6% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,063 $238K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,005 $231K 0.02% -100 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,974 $228K 0.01% -652 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,964 $227K 0.02% +142 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,902 $219K 0.1% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,843 $213K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,816 $209K <0.01% -52 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,763 $203K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,734 $200K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,668 $192K <0.01% -877 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,625 $187K 0.01% +158 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,560 $180K <0.01% -103 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,548 $179K <0.01% +53 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,508 $174K 0.01% -41 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,287 $148K 0.01% -16 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,079 $124K 0.02% -1,248 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,051 $121K <0.01% +14 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000 $115K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 975 $112K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 964 $111K <0.01% +23 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 884 $102K <0.01% +516 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 850 $98.1K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 817 $94.2K <0.01% -33,061 13F-HR/A Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 801 $92.4K 0.01% +77 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 693 $80K <0.01% +242 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $69.2K <0.01% +500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 575 $66.3K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 545 $62.9K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 487 $56.2K <0.01% -7 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 451 $52K <0.01% -1 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 443 $51.1K 0.01% -54 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 400 $46.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 367 $42.3K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 311 $35.9K 0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 306 $35K 0.02% +182 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 301 $34.7K <0.01% +18 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 300 $34.6K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 286 $33K <0.01% +41 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 285 $32.9K <0.01% +200 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 285 $32.9K <0.01% -17 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 285 $32.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 282 $32K <0.01% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 275 $31.7K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 272 $31.4K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 260 $30K <0.01% +62 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 230 $26.5K <0.01% -6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 228 $26.3K <0.01% +15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 218 $25.2K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 217 $25K 0.02% +166 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 217 $25K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 215 $24.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 201 $23.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 175 $20.2K 0.02% +23 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 169 $19.5K <0.01% +15 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 168 $19.4K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 155 $17.9K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $17.4K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 150 $17.3K 0.01% -36 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 148 $17.1K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 135 $15.6K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 134 $15.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 120 $13.8K <0.01% +15 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 120 $13.8K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 110 $12.7K <0.01% +97 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 106 $12.2K <0.01% -26 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 105 $12.1K <0.01% -142 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 104 $12K <0.01% new 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 100 $11.5K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 80 $9.23K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 71 $8.19K <0.01% +20 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 70 $8.08K <0.01% -5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 58 $6.69K <0.01% -3 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 56 $6K <0.01% +8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 52 $6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 50 $5.77K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $5.15K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $4.27K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 36 $4.15K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 32 $4K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 33 $3.81K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $3.69K <0.01% +24 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $3.58K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 27 $3.12K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25 $2.88K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $2.77K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24 $2.77K <0.01% -4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.42K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $2.42K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 20 $2.31K <0.01% +8 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20 $2.31K <0.01% -26 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18 $2.08K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $1.73K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14 $1.63K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $1.62K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 14 $1.2K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $808 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $693 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $692 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $577 <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $577 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $496 <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $347 <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $346 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $346 <0.01% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3 $346 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $231 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $231 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $231 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $115 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $115 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.