waypoint wealth counsel More: the full row for waypoint wealth counsel 25,725 $326K 0.17% new 13F-HR Timeline NewGen Asset Management Ltd More: the full row for NewGen Asset Management Ltd 25,600 $324K 0.2% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,486 $323K <0.01% -1,021 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 25,145 $318K 0.04% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,962 $317K <0.01% -19,112 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,725 $313K <0.01% +354 13F-HR/A Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 24,424 $309K 0.01% new 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 24,371 $309K 0.15% -16,679 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 22,548 $285K 0.11% 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,539 $285K <0.01% +2,436 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 22,000 $279K 0.01% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 21,927 $278K 0.28% +623 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,809 $276K <0.01% -8,240 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 21,512 $272K 0.06% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 21,371 $271K 0.05% -7,000 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 20,800 $263K <0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 20,603 $261K 0.07% -12,231 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,465 $259K 0.02% -11,901 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 20,157 $255K 0.03% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 20,156 $255K 0.23% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 20,000 $254K 0.01% -76 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 20,000 $253K 0.06% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 18,747 $237K 0.12% +7,949 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18,638 $236K 0.1% +478 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,621 $236K 0.05% -8,467 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,039 $228K 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,951 $227K <0.01% -529 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,448 $221K 0.01% -999 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 17,357 $220K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 17,308 $219K 0.01% -4,100 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,236 $218K 0.01% -456 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 17,068 $216K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,807 $213K 0.01% +326 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 16,612 $210K 0.04% -11,511 13F-HR/A Timeline MATAURO, LLC More: the full row for MATAURO, LLC 16,611 $210K 0.03% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 16,566 $210K 0.19% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 16,350 $207K 0.11% -6,250 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 16,280 $206K 0.25% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,092 $204K <0.01% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 16,052 $203K <0.01% +2,479 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 15,926 $202K 0.13% -61 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 15,920 $202K 0.1% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 15,790 $200K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15,311 $194K 0.01% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,125 $191K 0.13% +2,000 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 15,061 $191K 0.2% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 15,060 $191K 0.09% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 15,038 $190K <0.01% +420 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 14,928 $189K 0.23% -15,749 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 14,680 $186K 0.14% -9,000 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,508 $184K 0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,115 $179K <0.01% +2,387 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 13,662 $173K 0.03% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 13,458 $170K <0.01% 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,443 $170K 0.03% +377 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 13,420 $170K 0.02% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,009 $165K 0.07% +581 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,950 $164K <0.01% -300 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,892 $163K <0.01% +502 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 12,819 $162K -10,657 Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 12,826 $162K <0.01% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 11,728 $161K 0.02% +1,428 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 12,215 $155K 0.02% +1,800 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 12,089 $153K 0.04% +690 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,066 $153K 0.03% -1,229 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 11,875 $150K 0.02% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 11,834 $150K 0.06% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,717 $148K <0.01% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 11,628 $147K 0.01% +1,328 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,000 $139K 0.01% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 10,950 $139K 0.08% +266 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,797 $137K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,771 $136K <0.01% +1,246 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,474 $133K 0.01% +8 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,414 $132K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,406 $132K <0.01% -1,611 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,373 $131K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,357 $131K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,319 $131K <0.01% -68 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 10,003 $127K 0.1% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,000 $127K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,000 $127K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,830 $112K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,826 $112K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,090 $102K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,222 $91.4K <0.01% +398 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,936 $87.8K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,165 $78K <0.01% -20,419 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,884 $74.5K <0.01% -10,066 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) 5,576 $70.6K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,542 $70.2K <0.01% -111 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,342 $67.6K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 5,235 $66.3K 0.04% -4,602 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,128 $65K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,861 $61.5K <0.01% -2,099 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 754 $59.6K 0.99% -53 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,714 $58.9K <0.01% -230 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,428 $54.3K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,089 $51.8K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,750 $47.5K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,298 $41.7K <0.01% -15,291 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,243 $41.1K <0.01% -2,690 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,238 $41K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,171 $40.1K <0.01% -481 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,163 $40K <0.01% +334 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,941 $37.2K <0.01% -920 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,800 $35.4K 0.01% 0 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 2,800 $35.4K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,737 $34.6K 0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,494 $32K <0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,475 $31.3K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,365 $29.9K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,900 $24.1K <0.01% +1,100 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,836 $23.2K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,599 $20.2K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,448 $18.3K <0.01% -797 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,202 $15.2K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,044 $13.2K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $12K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 916 $11.6K <0.01% +22 13F-HR/A Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 830 $10.5K <0.01% +83 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 807 $10.2K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 755 $9.56K <0.01% -108 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 614 $7.77K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 460 $6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 473 $5.99K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 355 $4.49K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 349 $4.42K <0.01% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 340 $4.3K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 310 $3.92K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 211 $2.67K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 210 $2.66K <0.01% -495 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 193 $2.44K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 170 $2.15K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 154 $1.95K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $1.27K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 73 $924 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50 $633 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 37 $468 <0.01% -160 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $430 <0.01% -3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18 $228 <0.01% new 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 12 $156 <0.01% new 13F-HR Timeline