Americana Partners, LLC More: the full row for Americana Partners, LLC 6,429 $442K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,390 $439K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,319 $434K <0.01% -1,012 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,144 $422K 0.12% +346 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,110 $420K <0.01% +912 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 6,006 $412K 0.01% -16,391 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 5,935 $408K 0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,904 $405K 0.02% -1,392 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,851 $402K 0.04% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,825 $400K 0.01% -20,235 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,743 $394K <0.01% +624 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,649 $388K 0.07% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,520 $379K 0.03% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,480 $376K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,450 $374K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,209 $358K 0.01% +245 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,182 $356K 0.13% -47 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,139 $354K 0.09% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,129 $352K 0.03% -1,753 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,119 $352K 0.04% -18 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 5,027 $345K 0.33% +410 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,000 $343K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,727 $325K 0.04% -74 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,720 $324K 0.01% +1 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,680 $321K <0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,546 $312K 0.01% +63 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,465 $307K 0.13% +60 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,375 $300K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,372 $300K 0.01% -150 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,054 $278K 0.01% -3,072 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,876 $278K 0.11% -431 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,046 $278K 0.01% +40 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,037 $277K 0.01% -1,287 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $275K 0.07% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,961 $272K 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,937 $270K 0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,853 $265K <0.01% -1,622 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,800 $261K 0.03% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,790 $260K 0.05% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,750 $258K 0.08% -9 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,730 $256K 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,660 $251K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,613 $248K <0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,600 $247K 0.06% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,581 $244K 0.04% +1 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,502 $240K 0.05% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,478 $239K <0.01% -10,481 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,460 $238K <0.01% 0 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,449 $237K 0.03% -87 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,402 $234K 0.16% +52 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,369 $231K 0.14% +169 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,368 $231K <0.01% -723 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,363 $231K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,345 $230K <0.01% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,246 $223K 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,186 $219K <0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,150 $216K 0.01% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,112 $214K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,062 $210K <0.01% -1,900 13F-HR Timeline Group VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 3,010 $207K 0.04% 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 3,007 $207K 0.1% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,988 $205K 0.08% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,951 $203K 0.04% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,945 $202K <0.01% new 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,943 $202K 0.06% -373 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 2,949 $202K 0.07% -479 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,925 $201K 0.12% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,798 $192K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,527 $174K 0.02% -1,745 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,375 $163K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,000 $137K 0.04% -860 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,994 $137K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,960 $135K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,956 $134K <0.01% +1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,803 $124K 0.14% +29 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,572 $108K <0.01% -385 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,380 $94.8K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,323 $90.9K <0.01% -533 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,161 $79.7K <0.01% -81 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,122 $77.1K 0.02% -109 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 976 $67.1K <0.01% -3,425 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 940 $64.4K <0.01% -60 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 881 $60.5K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 844 $58K <0.01% -313 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 788 $54.1K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 665 $45.7K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 634 $43.5K <0.01% -7 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 613 $42.1K <0.01% -1,413 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 590 $40.5K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 500 $34.3K <0.01% -200 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 500 $34.3K <0.01% new 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 493 $33.9K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 456 $31.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 454 $31.2K <0.01% -1,365 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 453 $31.1K <0.01% 0 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 429 $29.5K 0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 426 $29.3K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421 $28.9K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 417 $28.7K <0.01% +400 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $27.5K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 395 $27K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 350 $24K <0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 336 $23.1K +41 Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 375 $22.8K 0.01% +309 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 325 $22.3K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 300 $20.6K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 300 $20.6K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 297 $20.4K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 284 $19.5K <0.01% -3,297 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 271 $18.6K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 270 $18.5K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 264 $18.1K <0.01% +250 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 257 $17.6K <0.01% +4 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 253 $17.4K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 238 $16.3K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 237 $16.1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 234 $16K <0.01% -23 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 227 $15.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 211 $14.5K <0.01% -145,396 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 178 $12.3K 0.01% +3 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 178 $12.2K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 170 $11.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 165 $11.3K <0.01% -247 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 162 $11.1K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 155 $10.6K <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. 123 $8.45K <0.01% 0 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 123 $8.45K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 115 $7.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 110 $7.55K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 100 $6.87K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 97 $6.74K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 97 $6.66K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 90 $6.18K <0.01% new 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 75 $5.15K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 76 $5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $4.12K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 53 $3.64K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 32 $2.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 25 $1.7K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 20 $1.37K <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) 20 $1.37K <0.01% -7 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20 $1.37K <0.01% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 20 $1.37K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $1.24K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 11 $756 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8 $566 <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8 $549 <0.01% -24 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $233 <0.01% -5 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $204 <0.01% 0 13F-HR Timeline