WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 445,369 $5.02M <0.01% +188,212 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 337,162 $3.8M 0.24% +94,941 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 253,877 $2.86M 0.09% new 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 210,929 $2.38M 0.52% -5,747 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 141,463 $1.6M <0.01% +6,182 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 138,188 $1.56M 0.04% +1,676 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 131,738 $1.49M <0.01% -13,747 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 112,955 $1.27M 0.24% +4,560 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 81,581 $920K <0.01% -22,768 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 71,895 $811K <0.01% +554 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 71,726 $809K <0.01% +38,248 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 71,526 $807K 0.05% -5,175 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,282 $735K <0.01% +25,801 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 63,591 $717K 0.12% -2,931 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 58,938 $665K <0.01% +2,931 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 58,436 $659K 0.01% +21,527 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 54,102 $610K <0.01% +50,251 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 54,059 $610K 0.06% -495 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 53,878 $608K 0.01% -5,030 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 51,037 $576K 0.12% +2,407 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 48,502 $547K <0.01% -2,365 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 43,611 $492K 0.02% -6,354 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 43,507 $491K 0.1% +16,039 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 41,384 $467K 0.03% +3,725 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 39,714 $448K 0.3% +3,543 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 39,422 $445K 0.18% +7,753 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 37,456 $423K 0.09% +19,069 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 36,393 $411K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 35,866 $405K <0.01% new 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 33,621 $379K 0.03% +948 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,471 $344K <0.01% +6,846 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25,000 $282K 0.01% +16,000 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,656 $267K <0.01% 0 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 23,547 $266K 0.15% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,286 $263K <0.01% +1,142 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 22,297 $252K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 22,197 $250K 0.02% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,709 $245K <0.01% +97 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 21,669 $244K 0.13% -1,670 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 20,700 $233K <0.01% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 20,277 $229K 0.08% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,675 $222K <0.01% +7,455 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 19,505 $220K 0.02% -151 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,299 $218K <0.01% +1,740 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,174 $205K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,563 $198K <0.01% +3,929 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 16,963 $191K 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,301 $184K <0.01% -1,241 13F-HR/A Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 14,148 $181K 0.08% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 15,689 $177K 0.04% -3,387 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,380 $173K <0.01% -522 13F-HR Timeline Group GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 13,993 $158K 0.15% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,818 $152K <0.01% -2,083 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,176 $149K <0.01% +24 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,791 $144K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,644 $143K <0.01% -206,359 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 11,367 $128K 0.06% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,345 $128K 0.01% -23 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,375 $117K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,612 $85.9K 0.06% +360 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,178 $58.4K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 4,716 $53.2K 0.04% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,008 $45.2K <0.01% +37 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,600 $29.3K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,328 $27K <0.01% -246 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,378 $26.8K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,279 $25.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,883 $21.2K <0.01% -1,875 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,659 $18.7K 0.01% -12,324 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,500 $16.9K 0.26% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,438 $16.2K 0.01% -300 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,392 $15.7K <0.01% +337 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,357 $15.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,165 $13.1K <0.01% -20 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 956 $13.1K 0.01% -756 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,000 $11.3K <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 943 $10.6K 0.01% -631 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 854 $9.63K <0.01% -213 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 828 $9.34K <0.01% -46 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 700 $7.9K <0.01% +50 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 694 $7.83K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 658 $7.42K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 475 $5.36K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 371 $4.18K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 339 $3.82K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 300 $3.38K <0.01% -100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 229 $2.58K <0.01% -1,935 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 125 $1.41K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 122 $1.38K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $1.13K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 28 $316 <0.01% -15 13F-HR Timeline Group