WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 257,157 $3.86M <0.01% +70,344 13F-HR/A Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 242,221 $3.63M 0.28% +93,681 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 219,003 $3.29M <0.01% new 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 216,676 $3.25M 0.81% +21,259 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 145,485 $2.18M <0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 136,512 $2.05M 0.05% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 135,281 $2.03M <0.01% +10,895 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 108,395 $1.63M 0.35% +47,982 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 104,349 $1.57M 0.01% -1,578 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 91,414 $1.37M 0.03% +13,150 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 76,701 $1.15M 0.07% -535 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 71,341 $1.07M <0.01% new 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 66,522 $998K 0.2% +33,173 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 65,455 $982K 0.87% -143,616 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 60,286 $904K 0.13% +8,389 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 58,908 $884K 0.01% +26,455 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 56,007 $840K 0.01% +5,517 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 54,554 $818K 0.1% -8,094 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,867 $763K <0.01% +1,040 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 49,965 $749K 0.03% -6,798 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 48,630 $729K 0.19% +10,547 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 37,659 $565K 0.04% +17,041 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 36,909 $554K 0.01% new 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 36,171 $543K 0.41% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,481 $542K <0.01% +35,539 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,478 $502K <0.01% +9,681 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 32,673 $490K 0.04% +5,450 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 31,669 $475K 0.22% +4,286 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 26,051 $412K 0.11% +12,238 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 27,468 $412K 0.09% +10,048 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 24,400 $366K <0.01% -62,700 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,172 $363K 0.01% +2,906 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 24,008 $360K 0.1% +2,939 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,910 $359K 0.03% -113 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,656 $355K 0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,625 $354K <0.01% +6,312 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 23,547 $353K 0.21% +10,546 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 23,339 $350K 0.22% +12,272 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 22,297 $334K 0.03% new 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 $333K 0.03% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,144 $332K <0.01% -3,373 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,612 $324K <0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 20,700 $310K <0.01% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 19,656 $295K 0.02% +250 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 19,076 $286K 0.08% -1,364 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 18,387 $276K 0.06% -230 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,174 $273K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,559 $263K <0.01% +1,275 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,542 $263K <0.01% +3,830 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 14,148 $241K 0.12% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,902 $239K 0.01% +16 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13,983 $210K 0.07% +13,058 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,901 $205K <0.01% -4,408 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,634 $205K <0.01% -2,988 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,152 $197K <0.01% -2,398 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,220 $183K <0.01% new 13F-HR Timeline Group TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 11,916 $179K 0.07% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,696 $175K <0.01% -53,678 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,368 $171K 0.01% +833 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 11,367 $171K 0.08% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,375 $156K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,094 $151K <0.01% -2,064 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,075 $151K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,000 $135K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,252 $109K 0.09% +1,107 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,300 $79.5K 0.07% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,971 $59.6K <0.01% +699 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,851 $57.8K <0.01% -8,756 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,758 $57.5K <0.01% +3,325 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,600 $39K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,574 $37.2K 0.02% +944 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,378 $35.7K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,164 $32.5K <0.01% +970 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,133 $32K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,000 $30K <0.01% +500 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,866 $28.6K <0.01% +508 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,738 $26.1K 0.01% 0 13F-HR/A Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,712 $24.5K 0.02% -887 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,574 $23.6K 0.02% -7,587 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,500 $22.5K 0.41% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,357 $20.4K <0.01% +481 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,185 $17.8K <0.01% +407 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,069 $16K <0.01% -1,737 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,067 $16K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,055 $15.8K <0.01% +477 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,000 $15K <0.01% +740 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 874 $13.1K <0.01% +366 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 694 $10.4K 0.01% 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 $9.87K <0.01% +203 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 650 $9.75K <0.01% +230 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 510 $7.65K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 475 $7.12K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 400 $6K <0.01% +100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 339 $5.08K <0.01% new 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 265 $3.98K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 200 $3K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 125 $1.88K <0.01% new 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 65 $1K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 43 $645 <0.01% new 13F-HR Timeline Group