GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,742 $82.7K 0.01% +649 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,596 $79.4K 0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,350 $74K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,500 $55.2K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,468 $54.5K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,252 $49.8K <0.01% +2,152 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,189 $48.4K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,090 $46.2K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,003 $44K <0.01% 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,900 $42K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,800 $41K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,823 $40.3K 0.02% -1,643 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,680 $37K <0.01% -133 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,631 $36K <0.01% +144 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,523 $34.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,301 $28.7K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,187 $26.2K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,146 $25.3K 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 1,035 $22.9K <0.01% +203 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $22.1K <0.01% +500 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,000 $22.1K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 886 $20.2K <0.01% +493 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 850 $18.6K <0.01% new 13F-HR/A Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 740 $16.3K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 701 $15.5K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 680 $15K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 606 $13K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 581 $12.8K 0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 500 $11K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 500 $11K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 484 $10.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 423 $9.34K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 $8.84K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 398 $8.79K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 377 $8.28K <0.01% +342 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 307 $6.78K <0.01% +146 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 304 $6.72K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 300 $6.63K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 269 $5.94K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 264 $5.83K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 225 $5.12K <0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 219 $4.84K <0.01% -741,345 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 229 $4.59K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 201 $4.44K <0.01% +178 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 200 $4.42K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $4.42K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 179 $3.95K <0.01% +114 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 162 $3.58K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 131 $2.86K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 121 $2.67K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 110 $2.43K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 108 $2.39K <0.01% +8 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 104 $2.3K <0.01% -1,210 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 100 $2.21K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 100 $2.21K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 75 $1.66K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 73 $1.61K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 53 $1K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 40 $884 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 32 $707 <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 23 $508 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20 $442 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $243 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $177 <0.01% -4 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.