Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,193 $479K 0.05% +1,786 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,192 $479K 0.07% +584 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,133 $470K <0.01% -605 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,114 $468K 0.01% -389 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,073 $461K 0.09% +141 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,034 $456K 0.05% +794 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,029 $455K 0.01% -17,531 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $450K 0.14% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,983 $449K <0.01% -326 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,990 $449K 0.04% -10,806 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,990 $449K 0.02% -283 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,968 $446K 0.01% +96 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,908 $437K 0.01% -107 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,879 $432K 0.02% +398 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,860 $429K 0.02% -4,753 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,858 $429K 0.01% -3,713 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,768 $416K 0.03% -81 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,764 $415K 0.14% +465 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,757 $414K 0.01% +143 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,741 $412K 0.32% +1,974 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,733 $410K 0.02% +329 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,722 $409K 0.02% +946 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,704 $406K 0.05% +235 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,652 $398K 0.18% +351 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,674 $396K 0.01% -413 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,631 $395K <0.01% +193 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,579 $387K <0.01% -26,511 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,562 $385K 0.36% -158 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,540 $381K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,539 $381K 0.01% +299 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,531 $380K 0.11% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,527 $379K 0.01% +1,224 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,520 $378K 0.01% +777 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,514 $377K 0.01% -1,465 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,474 $371K 0.06% -1,829 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,473 $371K 0.01% +775 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,453 $368K 0.05% -153 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,425 $364K 0.05% -2,264 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,422 $364K 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,410 $362K 0.05% +1,126 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,966 $358K 0.01% -561 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,382 $358K 0.11% -24 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,380 $357K 0.02% +535 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,375 $356K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,327 $349K 0.04% +74 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 2,320 $348K 0.08% 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,307 $346K 0.01% +292 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,298 $345K 0.02% +76 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,295 $345K 0.02% +168 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,273 $341K 0.19% +960 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,233 $335K 0.01% +298 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,232 $335K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,224 $334K <0.01% -296 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,204 $331K 0.04% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,228 $330K <0.01% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,196 $330K 0.01% -484 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,190 $329K 0.05% -1,823 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,130 $320K 0.16% -470 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,116 $318K 0.05% +1,135 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,110 $317K 0.01% -1,083 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,084 $313K 0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,081 $312K 0.01% -290 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,073 $312K <0.01% +1,005 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,072 $311K 0.01% -198 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,051 $308K 0.01% -110 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,020 $303K <0.01% +270 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,002 $301K 0.01% -4,881 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 2,000 $300K 0.16% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,997 $300K 0.62% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,982 $298K 0.49% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,927 $289K <0.01% +1,081 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,915 $288K 0.03% +150 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,905 $286K 0.11% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,846 $277K 0.03% -784 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,867 $276K 0.04% +384 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,825 $274K 0.02% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,817 $273K 0.12% +615 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,804 $271K 0.03% -1,050 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,797 $270K 0.02% +582 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,794 $269K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,792 $269K 0.1% +1,436 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,784 $268K 0.01% -194 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,774 $266K 0.04% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,479 $265K 0.01% -752 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,753 $263K 0.07% -77 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,750 $263K <0.01% +1,621 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Vest Financial, LLC More: the full row for Vest Financial, LLC 1,718 $258K <0.01% +112 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,718 $258K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,709 $257K 0.02% +121 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,716 $256K 0.02% +1,000 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 1,705 $256K 0.05% -278 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,698 $255K 0.01% +46 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,695 $255K <0.01% -55 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,691 $254K 0.03% new 13F-HR Timeline Group STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,673 $251K 0.03% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,662 $250K 0.01% +6 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,656 $249K 0.02% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,643 $247K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,632 $245K <0.01% +58 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,626 $244K 0.01% -2,837 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,625 $244K <0.01% -3,344 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,611 $242K 0.01% -73 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,610 $242K 0.05% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,597 $241K 0.16% +27 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,591 $239K <0.01% -2,630 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,585 $238K 0.02% -1,215 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,580 $237K 0.02% +188 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,575 $236K 0.05% +535 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,569 $236K <0.01% -11 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,568 $235K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,567 $235K <0.01% -52,200 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,562 $235K <0.01% -111,391 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,557 $234K 0.01% -1,152 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,555 $233K 0.06% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,551 $233K 0.12% +93 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,549 $233K 0.01% +490 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,540 $231K 0.01% -81 13F-HR/A Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,530 $230K 0.01% -2 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,530 $230K 0.22% +144 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,525 $229K 0.03% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,523 $229K 0.18% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,520 $228K 0.02% +187 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,511 $227K 0.02% +40 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,500 $225K 0.03% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,497 $225K 0.07% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,448 $225K <0.01% -37 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,490 $224K 0.01% +186 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,489 $224K 0.14% -128 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,481 $222K <0.01% +126 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,473 $221K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,469 $221K 0.09% +231 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 1,466 $220K 0.01% +60 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,462 $220K 0.01% -372 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,457 $219K 0.08% 0 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,443 $217K 0.02% -270 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,438 $216K 0.02% +41 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,427 $214K 0.08% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,415 $212K 0.1% +112 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,414 $212K <0.01% +70 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,413 $212K 0.01% -422 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,403 $211K 2.59% +900 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,151 $210K 0.01% -34,302 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,392 $209K 0.05% +117 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,385 $208K <0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,375 $206K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,368 $205K 0.01% -93 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,362 $205K 0.07% -46 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,355 $203K 0.01% +248 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,341 $201K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,335 $200K 0.01% +156 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,278 $192K 0.01% -148 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,097 $165K <0.01% -316 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,064 $160K <0.01% -342 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,050 $158K 0.08% +250 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,027 $155K 0.1% +48 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,025 $154K 0.01% +686 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $150K 0.02% -30,397 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 953 $143K 0.15% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 943 $142K <0.01% -579 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 921 $138K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 839 $126K <0.01% -202 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 819 $123K 0.07% -954 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 817 $122K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 745 $112K <0.01% -237 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 744 $112K 0.04% +691 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 733 $110K 0.01% +133 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 709 $106K 0.06% -179 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 696 $105K 0.07% -168 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 695 $104K 0.07% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 691 $104K 0.01% -2,189 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 672 $101K <0.01% -1,373 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 655 $98.3K 0.01% -94 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 640 $96.1K <0.01% -20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 629 $94.4K <0.01% -22 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 628 $94.2K <0.01% +30 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 624 $93.7K <0.01% -1,297 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 607 $92.1K 0.01% +39 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 609 $91.4K 0.01% -398 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 597 $89.6K 0.1% -489 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 589 $88.4K 0.04% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 473 $88.1K 0.01% +50 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 575 $86.3K <0.01% -2,190 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 556 $83.5K 0.01% +389 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 546 $82K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 544 $81.7K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 525 $78.8K <0.01% -4,520 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 510 $76.6K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 456 $68.5K 0.01% -86 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 455 $68.3K <0.01% +9 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 423 $63.5K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 415 $62.3K 0.01% +164 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 409 $61.4K 0.02% +186 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 378 $56.8K 0.01% -127 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 371 $55.7K <0.01% -988 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 369 $55.4K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 367 $55.1K <0.01% -1,818 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 357 $53.6K 0.05% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 354 $53.2K <0.01% +263 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 342 $51.4K <0.01% +52 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 315 $47.3K <0.01% -27 13F-HR Timeline