EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,593 $599K 0.01% -585 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,551 $589K 0.57% -42 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,543 $587K 0.02% +412 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,538 $586K 0.13% +2 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 2,500 $577K 0.13% -818 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,500 $577K 0.28% 0 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,496 $576K <0.01% -8,818 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,493 $576K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,487 $574K 0.07% +389 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,487 $574K 0.41% -172 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,481 $573K 0.09% +54 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,453 $566K 0.02% -2,080 13F-HR/A Timeline Group Aurora Investment Counsel More: the full row for Aurora Investment Counsel 2,445 $565K 0.31% -2,423 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,442 $564K 0.08% +665 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,420 $559K 0.14% +572 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,408 $556K 0.06% +820 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,407 $556K 0.08% -1 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,398 $554K 0.01% -1,301 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,227 $554K 0.23% -819 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,382 $550K 0.01% new 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,365 $546K 0.19% -60 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,350 $543K 0.01% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,302 $532K 0.17% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,286 $528K 0.38% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,262 $522K <0.01% -1,178 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,258 $521K 0.01% -98 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,283 $517K 0.01% -2,386 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 2,239 $517K 0.2% -265 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,211 $511K 0.01% -14 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 2,200 $508K 0.55% -1,900 13F-HR Timeline LDR Capital Management LLC More: the full row for LDR Capital Management LLC 2,193 $506K 0.68% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,128 $504K 0.14% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,171 $501K <0.01% +115 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,140 $494K 0.03% -1,623 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,134 $493K 0.14% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,125 $491K 0.19% -120 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,111 $487K 0.03% -1,608 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,066 $477K 0.01% +1,023 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,058 $475K 0.07% +1,084 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,047 $473K <0.01% +913 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,015 $465K 0.21% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,012 $465K 0.07% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,009 $464K 0.46% -153 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,006 $463K 0.02% -27 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,000 $462K 0.08% 0 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 2,000 $462K 0.02% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,994 $460K 0.14% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,987 $459K 0.03% +304 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,972 $455K 0.07% -68 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,792 $448K 0.06% +1,745 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,938 $447K 0.08% +1,084 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,935 $447K 0.03% -478 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,929 $445K <0.01% +93 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,927 $445K 0.01% +67 13F-HR/A Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 1,918 $443K 0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,935 $441K 0.04% -1,835 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,909 $441K 0.28% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,900 $439K 0.02% +72 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,849 $427K <0.01% -10,921 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,846 $426K <0.01% -191 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,846 $426K 0.38% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,837 $424K 0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,829 $422K 0.08% -125 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,807 $417K 0.01% -4,387 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,881 $416K 0.04% +663 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,803 $416K 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,755 $416K 0.01% +244 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,692 $415K 0.09% +53 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,794 $414K 0.12% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,792 $414K 0.02% -369 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,771 $409K 0.5% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,760 $406K 0.04% -885 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,741 $402K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,730 $399K 0.01% +44 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,729 $399K 0.03% -760 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,709 $395K 0.03% +645 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,708 $394K 0.31% +44 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 1,705 $394K 0.04% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,700 $392K 0.03% -181 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,692 $391K 0.01% +16 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,688 $390K 0.05% -288 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,684 $389K 0.01% +63 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,682 $388K <0.01% +127 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,674 $387K 0.01% -1,419 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,670 $386K 0.01% -1,625 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,667 $385K 0.03% -475 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,664 $384K 0.01% -8,068 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,660 $383K 0.02% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,656 $382K 0.01% +14 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,655 $382K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,650 $381K 0.01% -30 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,676 $380K 0.01% +529 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,644 $380K 0.19% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,637 $378K 0.16% -4,184 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,628 $376K 0.08% +48 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,627 $376K 0.06% -636 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,618 $374K 0.13% +852 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,616 $373K 0.11% +1,452 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,616 $373K 0.18% +245 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,612 $372K 0.01% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,608 $371K 0.21% -712 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,607 $371K 0.01% -210 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,597 $369K 0.16% -97 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,594 $368K 0.1% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,591 $367K <0.01% -662 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,582 $365K <0.01% +365 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,568 $362K 0.09% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,560 $360K 0.02% +782 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,554 $359K 0.13% -176 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,542 $356K 0.01% -259 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,697 $349K 0.02% +22 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,508 $348K 0.14% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,500 $346K 0.3% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,497 $346K 0.02% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,490 $344K 0.1% +580 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,475 $341K 0.04% +488 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,466 $338K 0.12% -156 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,450 $335K 0.04% 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) 1,447 $334K 0.01% -618 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,446 $333K 0.03% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,214 $332K 0.02% -506 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,430 $330K 0.02% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,424 $329K 0.02% -675 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,421 $328K 0.07% +240 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,415 $327K 0.03% +413 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,408 $325K <0.01% +626 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,402 $324K 0.02% -4,138 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,387 $320K 0.04% -709 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,387 $320K 0.02% 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. 1,385 $320K <0.01% 0 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,384 $320K 0.13% -255 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,377 $318K 0.2% +185 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,372 $317K 0.06% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,370 $316K 0.08% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,359 $314K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,354 $313K 0.01% -9 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,425 $310K 0.03% -89 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,340 $309K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,328 $307K 0.01% -173 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,322 $305K 0.03% -273 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,314 $303K 0.05% -717 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,309 $302K 0.01% -31 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,308 $302K 0.15% new 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 1,306 $302K 0.01% -949 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,306 $302K 0.04% -144 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,305 $301K 0.02% +40 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,298 $300K 0.04% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,292 $298K 0.09% -1 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,290 $298K 0.03% -590 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,287 $297K 0.02% +53 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,283 $296K 0.09% -359 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,250 $289K 0.08% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,235 $285K 0.07% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,233 $285K 0.15% -75 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,215 $281K 0.04% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,214 $280K 0.01% -967 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,213 $280K 0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,205 $278K <0.01% +144 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,203 $278K <0.01% -18 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,194 $275K 0.01% -752 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 1,188 $274K 0.02% +238 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,176 $271K <0.01% -66 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,166 $269K 0.02% +56 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,158 $267K 0.08% +419 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,156 $267K <0.01% 0 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,155 $267K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,152 $266K <0.01% new 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,150 $266K 0.13% 0 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,148 $265K 0.04% 0 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,141 $263K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,138 $263K 0.01% -1,127 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,136 $262K 0.31% -232 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,128 $261K 0.02% -915 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,120 $259K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,107 $256K 0.02% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,105 $255K 0.01% +6 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,102 $254K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,101 $254K <0.01% -2,608 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,100 $254K 0.11% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,100 $254K <0.01% +370 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,091 $252K 0.05% -176 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,090 $252K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,090 $252K 0.01% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,090 $252K 0.12% +60 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,089 $251K <0.01% -621,694 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,089 $251K 0.03% +8 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,089 $251K 0.14% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,083 $250K <0.01% +285 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,082 $250K 0.02% -13 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,067 $246K 0.05% -199 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,066 $246K 0.02% +1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,061 $245K 0.04% +273 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,048 $242K <0.01% +165 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,048 $242K 0.01% +1 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,023 $236K 0.01% +106 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,021 $236K 0.02% +65 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,017 $235K 0.08% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,017 $235K 0.08% -112 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,015 $234K <0.01% -33,470 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. American Trust More: the full row for American Trust 1,008 $233K 0.02% -62 13F-HR Timeline