ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,325,844 $1.4B -7,313,518 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,739,212 $922M 0.08% -2,441,365 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 10,566,782 $582M 0.12% +165,149 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,861,548 $488M 0.01% +5,071,144 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,622,592 $475M 0.18% -1,739,817 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,797,205 $374M 0.03% -7,732,756 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,693,275 $369M 0.1% -568,206 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,302,868 $347M 0.05% -543,239 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,172,788 $340M 0.02% -1,049,286 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 5,316,622 $293M 9.03% new 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 5,316,622 $293M 0.3% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,229,221 $288M 0.24% +361,440 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 5,198,486 $286M 6.93% -1,904,148 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 4,000,438 $220M 3.73% +433,786 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,457,140 $135M 1.9% +189,306 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,454,794 $135M 0.54% -348,929 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,351,246 $130M 0.03% +55,275 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,294,136 $126M 0.17% -106,371 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,284,830 $126M -125,823 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,147,305 $118M 1.45% -567,391 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,839,414 $101M 0.34% -397,805 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,738,666 $95.8M 1.45% +44,988 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,672,027 $92.1M 0.18% -116,980 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,665,352 $91.7M 0.1% -52,231 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,580,241 $87.1M 0.25% -192,601 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,562,245 $86.1M 2.12% -84,552 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,480,996 $81.6M 1.63% +74,195 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,424,609 $78.5M 0.11% +84,033 13F-HR Timeline Group Johns Hopkins University More: the full row for Johns Hopkins University 1,423,744 $78.4M 2.96% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,212,161 $66.8M 0.09% +2,088 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,173,208 $64.6M 0.09% -117,338 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,156,363 $63.7M 0.02% -32,933 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,107,750 $61M 0.01% +245,900 13F-HR/A Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,094,409 $60.3M 4.11% +26,427 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,064,902 $58.7M 1.15% +423,184 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,011,419 $55.7M 0.39% -287,801 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 965,182 $53.2M 0.17% -535,749 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 942,273 $51.9M 2.31% -112,695 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 892,646 $49.2M 0.58% -387,682 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 876,973 $48.3M 0.05% +161,164 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 839,209 $46.2M 0.08% -68,816 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 776,240 $44.8M 0.1% -817,009 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 800,394 $44.1M 0.85% -927,012 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 772,553 $42.6M 0.95% +71,763 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 763,340 $42.1M 0.25% -166,949 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 752,241 $41.4M 5.27% +48,036 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 737,942 $40.7M 0.11% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 728,027 $40.1M 0.09% +5,889 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 726,756 $40M 2.36% +3,132 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 705,636 $38.9M 0.72% +3,789 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 696,189 $38.4M 1.25% +236,689 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 694,121 $38.2M 2.11% -172,467 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 693,485 $38.2M 0.09% +316,734 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 683,358 $37.6M 0.98% -6,061 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 676,018 $37.4M 7.32% +21,036 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 645,313 $35.6M 0.41% +186,057 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 644,246 $35.5M 0.01% +429,618 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 617,347 $34M 0.06% +349,903 13F-HR/A Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 607,040 $33.4M 4.19% +35,762 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 587,448 $32.4M 0.28% -96,749 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 585,098 $32.2M 0.02% +624 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 573,488 $31.6M -252,338 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 563,746 $31.1M 0.47% +351,217 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 537,984 $29.6M 0.06% +11,105 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 522,698 $28.8M 0.14% -50,964 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 504,545 $27.8M -7,907 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 471,214 $26M 1.09% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 456,200 $25.1M 2.96% -5,400 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 450,089 $24.9M 3.12% +22,830 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 446,423 $24.6M 1.51% -435,717 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 440,314 $24.3M 0.46% -98,039 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 439,440 $24.2M 0.06% +10,976 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 427,133 $23.5M 2.86% +277,049 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 426,861 $23.5M 1.77% +405,783 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 468,456 $23.5M 2.78% +14,141 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 412,929 $22.7M 1.04% +69,312 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 404,292 $22.3M 3.03% 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 397,633 $21.9M 3.98% +94,352 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 389,775 $21.5M 4.5% +31,426 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 387,038 $21.3M 0.53% -18,373 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 374,473 $20.6M 0.54% +327,478 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 360,549 $19.9M 2.78% -2,332 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 354,686 $19.5M 0.35% 0 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 341,242 $18.8M 1.69% -53,596 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 338,062 $18.6M 0.06% -599 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 326,713 $18M 2.81% +14,205 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 325,778 $17.9M 0.21% +114,725 13F-HR/A Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 319,235 $17.6M 6.14% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 315,837 $17.4M 2.68% +15,129 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 312,684 $17.2M 0.14% -201,401 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 310,956 $17.1M 1.51% +8,542 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 309,190 $17M 6.84% -16,720 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 307,944 $17M 0.03% +97,505 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 306,507 $16.9M 0.09% -7,465 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 305,709 $16.8M 2.49% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 293,887 $16.2M 0.21% -74,745 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 292,623 $16.1M 0.69% +160,584 13F-HR Timeline Group Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 289,800 $16M 5.1% +35,487 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 280,899 $15.5M 5.4% +11,155 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 274,813 $15.1M 2.16% -52,318 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 273,794 $15.1M 0.18% -80,863 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 264,333 $14.6M 7.5% +19,047 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 259,196 $14.3M 0.78% -36,569 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 250,691 $13.9M 0.35% +53,590 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 251,767 $13.9M 0.41% -98,199 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 251,447 $13.9M 0.02% -30,710 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 238,053 $13.8M 0.46% -7,692 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 246,799 $13.6M 4.59% +3,159 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 237,978 $13.1M 1.08% -82,771 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 235,952 $13M 0.01% -351,397 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 236,150 $13M 0.08% -12,021 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 229,904 $12.7M 0.05% +6,244 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 227,795 $12.5M 1.81% +1,485 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 226,930 $12.5M 0.12% -11,163 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 226,930 $12.5M 0.12% -11,163 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 226,565 $12.5M 1.65% -3,260 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 224,510 $12.4M 1.28% -2,346 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 219,972 $12.1M +3,505 Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 210,795 $11.7M <0.01% +130,500 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 210,819 $11.6M 0.96% +97,144 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 208,736 $11.5M 1.99% +7,372 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 208,214 $11.5M 1.92% -122,012 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 205,278 $11.3M 0.96% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 201,046 $11.1M 1.25% +5,238 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 200,714 $11.1M 3.82% +18,515 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 200,563 $11M 0.14% -19,382 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 200,381 $11M 3.62% -5,142 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 209,599 $11M 1.9% +14,675 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 199,253 $11M 0.07% -30,873 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 198,286 $10.9M 4.06% -33,392 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 197,964 $10.9M 3.79% -11,660 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 196,830 $10.8M 0.96% -49,457 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 196,044 $10.8M 0.41% -8,459 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 192,653 $10.6M 0.91% +2,096 13F-HR/A Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 189,672 $10.5M 0.83% -43,628 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 190,074 $10.5M 5.53% -1,861 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 188,939 $10.4M 1.87% -20,944 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 189,260 $10.3M 1.07% +2,251 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 184,543 $10.2M 3.27% +2,040 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 183,334 $10.1M 1.81% +14,568 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 178,989 $9.86M 1.21% +6,350 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 178,232 $9.82M 0.42% -11,873 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 176,579 $9.73M 0.51% +159,885 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 175,930 $9.69M 1.96% -1,685 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 172,070 $9.48M 0.21% -9,017 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 170,221 $9.38M 0.24% -35,201 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 168,032 $9.26M 0.02% -25,096 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 166,826 $9.19M 1.24% +7,485 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 166,060 $9.15M 2.15% -40,709 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 164,917 $9.09M 0.59% +26,608 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 164,759 $9.08M 2.93% +1,450 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 162,815 $8.97M 2.01% +4,852 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 162,521 $8.95M <0.01% -15,468 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 160,842 $8.86M 1.18% +15,464 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 158,744 $8.75M 0.99% +67,339 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 158,350 $8.72M 0.01% +7,177 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 156,766 $8.64M 0.28% -21,381 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 155,512 $8.57M 0.08% -7,525 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 149,919 $8.26M 1.18% -17,986 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 148,965 $8.25M 2.44% -72,616 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 149,202 $8.22M -42,146 Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 148,389 $8.22M 2.79% +6,664 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 146,036 $8.05M 1.2% -52,373 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 140,518 $7.74M 0.01% -47,653 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 140,248 $7.73M 0.06% +8,931 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 143,311 $7.72M 1.53% -158,350 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 139,080 $7.66M 1.43% +134,475 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 136,429 $7.52M 0.61% -8,136 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 136,109 $7.5M 1.69% +11,854 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 135,801 $7.48M 1.43% -33,087 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 134,850 $7.48M 2.51% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 134,277 $7.4M 2.52% +3,854 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 133,256 $7.34M 2.82% +7,302 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 133,207 $7.34M 3.77% +1,443 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 132,425 $7.3M 0.23% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 131,763 $7.26M +6,035 Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 129,190 $7.12M 2.65% -7,473 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 128,369 $7.07M 0.51% -34,156 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 127,095 $7M 1.52% +27,082 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125,753 $6.93M 2.12% -110,052 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 125,291 $6.91M 0.07% -21,037 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 124,363 $6.85M 2.02% +2,157 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 123,983 $6.83M 1.18% -21,786 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 123,408 $6.8M 0.05% -17,432 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 123,161 $6.78M 0.65% +10,368 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 122,797 $6.76M 1.59% -46,826 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 122,458 $6.75M 0.42% +7,276 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 121,738 $6.71M 0.01% -352,607 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 121,095 $6.67M 5.5% +7,133 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 119,994 $6.61M 0.66% +15,673 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 118,702 $6.54M 0.79% -19,156 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 115,051 $6.34M 1.29% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 113,860 $6.28M 2.83% +10,126 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 113,609 $6.26M 1.11% +4,671 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 113,273 $6.24M 0.1% -1,273 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 111,744 $6.16M 0.06% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 111,123 $6.12M 2.33% -17,977 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 107,988 $5.95M 0.02% -111 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 106,038 $5.84M 1.52% -43,643 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 106,032 $5.84M 2.7% -75,673 13F-HR Timeline