Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 4,383 $209K 0.07% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,369 $208K 0.03% -3,913 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,336 $207K 0.02% new 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,279 $204K 0.1% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,271 $204K 0.03% -7 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,250 $203K <0.01% -118,550 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,237 $202K <0.01% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 3,908 $186K <0.01% -49,959 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,031 $144K <0.01% +190 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,999 $143K <0.01% +249 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,912 $139K <0.01% +1,612 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,882 $137K <0.01% +317 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,823 $135K <0.01% +70 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,817 $134K <0.01% -1,508 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 2,726 $130K 0.01% +227 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,724 $130K 0.01% -102 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,697 $130K <0.01% -306 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,560 $122K 0.01% -850 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,509 $120K 0.02% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,450 $117K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,152 $103K <0.01% +1,696 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,091 $99.6K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,000 $95.3K 0.01% -1,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,975 $94.1K <0.01% +182 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,013 $92.8K 0.01% -771 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,906 $90.8K <0.01% -2,943 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,704 $81.2K 0.04% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,647 $78.5K <0.01% -224 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,647 $78.5K <0.01% -29 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,639 $78.1K <0.01% +42 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,527 $72.8K 0.07% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,222 $58.2K 0.03% -32,960 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,209 $57.6K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,000 $47.6K <0.01% +842 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 948 $45.2K <0.01% +438 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 925 $44.1K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 800 $38.1K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 728 $35K 0.02% +404 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 620 $29.6K <0.01% +32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 620 $29.5K <0.01% +3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 616 $29.4K <0.01% +129 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $26.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 529 $25.8K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 541 $25.8K <0.01% -169 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 527 $25.1K <0.01% -265 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 520 $24.8K <0.01% -201 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 512 $24.4K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 496 $23.6K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 473 $22.5K 0.01% -7,175 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 470 $22.4K 0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 457 $21.8K <0.01% -72 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 431 $20.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 341 $16.2K <0.01% +81 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 333 $15.9K 0.01% -159 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 314 $15K <0.01% -169 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 291 $14K <0.01% -28,545 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 282 $13.4K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 250 $11.9K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 230 $11.2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 235 $11.2K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 234 $11.2K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 208 $9.91K <0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 178 $8.48K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 170 $8.1K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 161 $7.67K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 157 $7.48K -9,588 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 150 $7.15K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 139 $6.62K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 134 $6.61K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 135 $6.43K <0.01% -26 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 127 $6.05K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 125 $5.96K 0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 117 $5.58K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 111 $5.29K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 100 $4.76K -1,035 Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 99 $4.72K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 94 $4.46K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 90 $4.29K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $4.19K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 84 $4K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 78 $3.72K <0.01% +28 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 78 $3.72K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 76 $3.62K <0.01% +48 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 75 $3.57K <0.01% -15 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 74 $3.53K <0.01% +29 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 68 $3.24K <0.01% -2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 63 $3K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 70 $3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 65 $3K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 60 $2.86K <0.01% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 58 $2.77K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 56 $2.76K <0.01% -273 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 55 $2.62K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 54 $2.57K <0.01% -2 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 53 $2.52K <0.01% +13 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 53 $2.52K <0.01% +35 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 51 $2.43K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 50 $2.38K <0.01% +20 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 48 $2.29K <0.01% -30 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 46 $2.19K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 45 $2.14K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $2.05K <0.01% +14 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 42 $2K <0.01% -2 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 46 $2K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 40 $1.91K <0.01% +13 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 34 $1.62K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 33 $1.57K <0.01% -1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 30 $1.43K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 28 $1.33K <0.01% -16 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 24 $1.14K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $1.1K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 22 $1.05K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $1K <0.01% -31 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $1K <0.01% -6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 20 $953 <0.01% -49 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $905 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $905 <0.01% 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $858 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $763 <0.01% -14 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $762 <0.01% +8 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 16 $762 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $715 <0.01% -31 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $668 <0.01% -5 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14 $667 <0.01% -257 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13 $620 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $620 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $382 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $334 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $334 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $334 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $322 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6 $286 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3 $143 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3 $143 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $96 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $96 <0.01% -11 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2 $95 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $47 <0.01% 0 13F-HR Timeline