WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,127,553 $172M 0.03% +276,247 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,242,190 $135M 4.02% +22,157 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,839,340 $118M 0.02% +9,926 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 2,175,132 $90.5M 0.17% +459 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,012,341 $83.8M 0.02% +42,384 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,143,440 $47.6M 2.58% -21,385 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 1,091,863 $45.4M 0.1% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,000,441 $41.6M -58,890 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 998,597 $41.6M 0.27% -57,648 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 685,147 $28.5M <0.01% -10,562 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 588,841 $24.5M <0.01% +52,472 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 412,303 $17.2M 0.01% +11,085 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 409,963 $17.1M 2.4% -12,818 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 371,624 $15.5M 0.58% +9,016 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 359,079 $14.9M 0.02% +4,377 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 332,219 $13.8M 0.21% +995 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 311,826 $13M <0.01% -6,569 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 294,967 $12.3M +10,372 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 290,767 $12.1M 0.07% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 262,524 $10.9M 0.06% +5,518 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 260,903 $10.9M 0.21% -30,576 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 224,267 $10.3M 0.47% -12,482 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 197,963 $8.24M 0.44% -3,702 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 195,075 $8.12M 0.77% +19,133 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 180,859 $7.53M 0.1% +130,714 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 178,958 $7.45M 0.01% +21,800 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 163,326 $7.33M 0.84% -5,355 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 151,736 $6.32M 0.3% +101,591 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 149,487 $6.22M 2.22% -1,519 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 147,817 $6.15M 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 141,927 $5.91M 0.21% +5,050 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 130,624 $5.44M 0.11% +10,785 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 121,173 $5.04M 0.41% -3,146 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 109,637 $4.56M 0.1% -4,084 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 101,315 $4.22M 0.16% -1,604 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 93,093 $3.87M 0.45% -978 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 73,679 $3.07M 0.2% -3,487 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 64,177 $2.79M <0.01% -323 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 63,493 $2.64M 0.1% +5,159 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 58,817 $2.45M 1.36% +1,989 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 53,744 $2.24M <0.01% -19,155 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,047 $2M <0.01% -8,223 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 46,701 $1.94M 0.11% -504 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 41,811 $1.74M <0.01% -176 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 38,077 $1.58M <0.01% -12,843 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33,336 $1.39M 0.15% -340 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 33,041 $1.38M 0.01% -11,656 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 32,805 $1.37M 0.33% +637 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 27,307 $1.14M 0.46% +2,648 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,948 $1.08M <0.01% -113 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,050 $1.04M 0.33% -170 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 24,649 $1.03M 0.01% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 23,420 $975K 0.28% +8,150 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 23,115 $962K <0.01% -705 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,732 $946K <0.01% +658 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 19,242 $799K 0.34% +422 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 18,521 $771K 0.14% +4,892 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,195 $757K <0.01% +76 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 17,640 $734K 0.09% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,499 $728K <0.01% +11,733 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,284 $719K 0.01% +1,498 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 16,350 $680K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,410 $671K 0.01% 0 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 15,934 $663K 0.56% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,954 $622K 0.02% -572 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 14,566 $606K 0.09% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,433 $585K 0.01% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 13,743 $572K 0.28% -30 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,113 $546K <0.01% -50 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,986 $540K <0.01% +2,051 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,590 $524K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,419 $517K <0.01% +484 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 12,200 $508K 0.07% -763 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 11,997 $499K 0.05% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 11,696 $487K 0.08% -15,754 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,296 $470K 0.16% +193 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,019 $459K 0.05% +9 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,461 $439K 0.08% -293 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,416 $434K <0.01% -946 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 10,009 $417K <0.01% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 9,401 $391K 0.03% +21 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,931 $372K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,875 $369K 0.03% -271 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,645 $360K <0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,537 $355K 0.01% -345 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,136 $352K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,362 $348K 0.01% -78 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,139 $339K 0.01% -1,302 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,025 $334K <0.01% -771 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,569 $315K <0.01% -1,312 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 7,173 $299K <0.01% -2,909 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,116 $296K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,868 $286K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,433 $268K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,243 $260K <0.01% -970 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,156 $256K <0.01% +12 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,132 $255K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,935 $253K 0.03% -70 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,977 $249K 0.01% +4 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,867 $244K 0.01% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,813 $242K 0.03% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,387 $224K <0.01% -15,917 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,317 $221K 0.01% -37,114 13F-HR Timeline American Trust More: the full row for American Trust 2,069 $217K 0.02% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,083 $212K <0.01% -482 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,025 $209K 0.06% +40 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,000 $208K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,922 $205K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,209 $175K <0.01% -6,177 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,940 $164K <0.01% +1,715 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,800 $158K 0.01% -200 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,765 $157K <0.01% +835 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,476 $145K <0.01% new 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,314 $138K 0.04% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,302 $96K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,136 $88.9K 0.01% +351 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,051 $85.4K <0.01% +1,484 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,560 $64.9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,075 $44.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,021 $42.5K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 992 $41.3K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 978 $40.7K <0.01% +4 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 850 $35.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 791 $32.9K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 700 $29.1K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 696 $29K <0.01% +14 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 600 $25.9K <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. 557 $23.2K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 547 $22.8K <0.01% +142 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 518 $21.5K <0.01% +12 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 516 $21.5K <0.01% -466 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 508 $21.1K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 497 $20.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 455 $18.9K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 439 $18.3K <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. 379 $15.8K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 363 $15.1K <0.01% +8 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 347 $14.4K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 335 $13.9K 0.01% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 331 $13.8K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 292 $12.2K 0.01% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 273 $11K <0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 200 $8.32K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 174 $7.24K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 173 $7.2K <0.01% -35 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 141 $5.82K <0.01% -4 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 109 $4.54K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 92 $3.83K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 90 $3.73K <0.01% +2 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 75 $3.12K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 74 $3.08K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 65 $3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 68 $2.83K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 64 $2.66K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 48 $2K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 43 $1.79K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $1.71K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 38 $1.58K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 29 $1.21K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27 $1.12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15 $647 <0.01% new 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 11 $458 <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $446 <0.01% +1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4 $166 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $83 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $42 <0.01% new 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 1 $42 <0.01% 0 13F-HR Timeline