Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,097 $428K 0.05% +1,039 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,066 $421K 0.03% +80 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,064 $421K 0.08% -19 13F-HR/A Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,059 $420K 0.23% +2 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,059 $420K 0.04% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,058 $420K 0.01% -1,226 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,050 $418K 0.01% -5,048 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,050 $417K 0.18% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,035 $415K 0.02% -100 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,020 $412K 0.01% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,016 $411K 0.07% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,014 $411K <0.01% -2,235 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,013 $410K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,011 $410K 0.04% +276 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,983 $404K 0.07% +127 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,942 $396K 0.01% +835 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,933 $394K 0.01% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,933 $394K 0.12% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,925 $392K 0.02% +6 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,910 $389K 0.03% -150 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,888 $385K <0.01% +6 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,878 $383K 0.01% +213 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,831 $373K <0.01% -2,354 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,827 $372K 0.04% +752 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,820 $371K 0.11% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,818 $371K 0.01% +205 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,815 $370K 0.05% +174 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,813 $370K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,822 $369K 0.01% +532 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 1,800 $367K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,795 $366K 0.02% -411 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,789 $363K 0.05% -1,711 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,780 $363K 0.03% +75 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,770 $361K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,758 $358K 0.02% -376 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,614 $355K 0.15% +175 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,743 $355K 0.02% +3 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,743 $355K 0.02% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,740 $355K 0.07% -410 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,738 $354K 0.05% -8 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,719 $350K 0.21% -200 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,717 $350K 0.12% -626 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,713 $349K 0.01% -88 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,705 $348K 0.19% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,703 $347K 0.01% +3 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,700 $347K <0.01% +151 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,697 $346K <0.01% +260 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,688 $344K 0.12% +626 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 1,684 $343K 0.18% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,674 $341K <0.01% +66 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,646 $336K <0.01% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,645 $335K 0.01% -473 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,644 $335K 0.02% -97 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. 1,638 $334K 0.02% -2,150 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,603 $327K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,600 $326K 0.02% +25 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,569 $320K 0.01% +1,242 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,555 $317K 0.01% -2,233 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,548 $316K 0.02% +216 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,536 $313K 0.12% +1 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,536 $313K 0.01% -102 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,520 $310K 0.09% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,517 $309K 0.03% -423 13F-HR Timeline Chicago Capital Management, LLC More: the full row for Chicago Capital Management, LLC 2,000 $307K 0.25% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,508 $307K 0.01% -8,943 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,506 $305K 0.02% -847 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,494 $305K 0.1% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,487 $303K 0.06% -215 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,483 $302K 0.03% +4 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,468 $299K 0.01% -28,046 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,467 $299K 0.06% +266 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,452 $296K 0.04% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,450 $296K 0.06% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,450 $296K 0.18% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,441 $294K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,419 $289K <0.01% +235 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,413 $288K 0.02% +97 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,413 $288K 0.01% +107 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,409 $287K 0.02% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,401 $286K 0.08% -3 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,386 $283K 0.13% +343 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,377 $281K 0.01% +176 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,376 $281K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,358 $277K 0.01% +163 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,356 $276K 0.06% -23 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,350 $275K 0.03% +91 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,344 $274K 0.06% -539 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,334 $272K 0.01% -387 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,332 $272K 0.04% +54 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,325 $270K 0.11% -60 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,319 $269K 0.02% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,317 $268K 0.11% -223 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,313 $268K 0.04% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,301 $265K <0.01% -1,035 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,296 $264K 0.01% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,296 $264K 0.17% -35 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,279 $261K 0.03% +96 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,272 $259K <0.01% -33 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,270 $259K 0.01% +25 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,268 $259K 0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,264 $258K 0.01% +484 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,259 $257K 0.01% +100 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,248 $254K <0.01% -48 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,242 $253K 0.01% -123 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,231 $251K 0.03% -42,140 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,224 $250K 0.09% +210 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,409 $249K <0.01% -41,387 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,215 $248K 0.05% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,214 $247K 0.05% +135 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,212 $247K 0.04% +111 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,211 $247K 0.01% -303 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,200 $245K 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,184 $241K <0.01% +36 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,178 $240K 0.01% -46 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,177 $240K 0.01% +94 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,173 $239K 0.02% -5 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,163 $237K 0.02% -644 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,141 $233K <0.01% -77 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,139 $232K <0.01% -4 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,132 $231K <0.01% -1,162 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,132 $231K 0.01% -102 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,120 $228K 0.14% -42 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,118 $228K 0.07% +45 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,115 $227K <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,113 $227K <0.01% -194 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,092 $223K <0.01% +91 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,090 $222K <0.01% -30 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,086 $221K 0.03% -28 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,083 $221K 0.15% +18 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,080 $220K <0.01% -37 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,073 $219K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,065 $217K 0.02% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,065 $217K 0.03% -118 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,064 $217K 0.02% +596 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,062 $217K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,051 $214K 0.01% -23 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,049 $214K 0.22% +244 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,046 $213K 0.09% -948 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,043 $213K 0.01% +8 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,037 $211K 0.01% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,034 $211K 0.08% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,030 $210K 0.14% +1 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,029 $210K 0.13% +1 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,024 $209K <0.01% -18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,012 $206K 0.03% +38 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,004 $205K 0.07% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,003 $204K 0.01% -277 13F-HR Timeline Group Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 1,000 $204K 0.22% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,000 $204K 0.03% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,000 $204K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 998 $204K 0.04% -21 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 994 $203K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 983 $200K 0.01% -3,786 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 982 $200K 0.02% -16 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 974 $199K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 914 $186K 0.01% -17 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 900 $183K 0.02% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 898 $183K 0.08% +315 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 878 $179K <0.01% -148 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 844 $172K <0.01% -60 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 835 $170K <0.01% +412 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 826 $168K 0.03% +6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 805 $164K <0.01% -70 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 759 $155K <0.01% -275 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 750 $153K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 740 $151K <0.01% -84 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 738 $149K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 732 $149K 0.08% 0 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 715 $146K <0.01% -43,555 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 695 $142K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 690 $141K 0.05% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 679 $138K 0.03% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 666 $136K 0.06% +16 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 624 $127K 0.16% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 615 $125K 0.08% -73 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 600 $122K 0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 751 $122K 0.07% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 568 $116K 0.04% -5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 560 $114K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 545 $111K <0.01% -126 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 543 $111K 0.01% -513 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 536 $109K 0.01% +40 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 534 $109K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 533 $109K <0.01% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 529 $108K 0.03% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 470 $95.8K 0.03% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 467 $95K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 463 $94.4K 0.06% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 458 $93.4K 0.01% +53 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 447 $91.1K 0.05% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 401 $81.8K <0.01% -4,878 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 380 $77.6K <0.01% -652 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 374 $76.4K <0.01% -23 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 366 $74.6K 0.01% -1 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 361 $73.6K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 360 $73.4K 0.01% +20 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 353 $72K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 353 $72K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 335 $68.3K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 331 $67.5K 0.02% new 13F-HR Timeline