Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,948 $210K <0.01% +490 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,884 $207K 0.01% -313 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,884 $207K 0.01% -13 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,871 $206K 0.18% -2,646 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,871 $206K 0.02% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,850 $205K <0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,846 $204K 0.08% -170 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,840 $204K 0.03% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,821 $203K 0.02% +11 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,809 $203K 0.03% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,561 $189K 0.02% -96 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,527 $188K 0.05% +70 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,375 $179K 0.01% 0 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,334 $177K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,204 $170K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,950 $157K 0.02% -18,265 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,922 $155K 0.1% +357 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,915 $155K 0.02% -67,476 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,889 $154K 0.01% +395 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,790 $148K <0.01% -745,672 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,720 $145K 0.05% +700 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,626 $140K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,509 $133K 0.01% -1,044 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,497 $133K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,481 $132K <0.01% -549 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,467 $131K 0.01% -10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,395 $127K 0.01% +205 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,391 $127K 0.15% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,377 $126K <0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,350 $125K 0.04% -500 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,273 $121K 0.01% +1,453 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,255 $120K 0.01% +2,249 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,201 $117K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,165 $115K 0.05% +100 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,200 $114K <0.01% 0 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Miller Capital Partners, Inc. 1,995 $106K 0.04% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,991 $106K 0.09% -77 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,808 $96.2K <0.01% -4,346 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,740 $92.5K 0.01% -40 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,706 $90.7K 0.05% -10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,688 $89.8K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,676 $89K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,597 $84.9K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,535 $82K 0.05% +1,230 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,506 $80.1K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,469 $78.1K <0.01% +8 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,432 $76.1K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,417 $75.3K 0.01% +18 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,304 $69.3K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,272 $67.6K <0.01% +50 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,268 $67.4K <0.01% +657 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,245 $66.2K 0.01% +898 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,220 $64.9K <0.01% -4,842 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,204 $64K 0.06% new 13F-HR Timeline Washington Trust Advisors, Inc. 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LLC 826 $44K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 810 $43.1K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 761 $40.5K <0.01% -125 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 732 $38.9K <0.01% +236 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 720 $38.3K 0.01% -289 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 714 $38K <0.01% +400 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 710 $37.8K <0.01% -1,432 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $37.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 692 $36.8K <0.01% -249 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 679 $36.1K 0.01% -3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 672 $35.7K <0.01% -2 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 647 $34.4K 0.01% -140 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 641 $34.1K 0.01% -49 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 632 $33.6K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 615 $32.7K <0.01% +348 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 606 $32.2K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. 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More: the full row for Community Bank, N.A. 523 $27.8K <0.01% +348 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 522 $27.8K <0.01% +236 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 515 $27.4K 0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 503 $26.8K <0.01% +3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 480 $25.5K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 480 $25.5K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 475 $25.3K <0.01% -4,394 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 475 $25.3K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 473 $25.1K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 433 $23K <0.01% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 427 $22.7K <0.01% -57 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 426 $22.7K 0.01% +91 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 426 $22.6K <0.01% +200 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 426 $22.6K 0.01% +255 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 409 $21.5K <0.01% -1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $21.3K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 400 $21.3K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 399 $21.2K 0.01% +1 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 395 $21K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 377 $20K <0.01% -130 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 378 $20K 0.02% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 370 $19.7K 0.01% -55 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Silver Grove Financial Group, Inc. 211 $11.2K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 205 $11.1K <0.01% -15 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 215 $11K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 203 $10.8K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $10.6K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 200 $10.6K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 200 $10.6K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 206 $10K <0.01% +50 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 185 $10K <0.01% +32 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 184 $9.78K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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Allen Investments, LLC 157 $8.35K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 263 $8.03K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 147 $7.82K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 145 $7.71K <0.01% +42 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 141 $7.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. 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